Monte Carlo Folder

To activate Monte Carlo simulations, check the box for Monte Carlo simulations in the Planning Method area (available only in the PLUS and PRO versions).

The Monte Carlo Folder has four tabs. The first asks you to specify (build) the portfolios you families currently hold or expect to hold in the future. You can use the program-available asset classes, or you can build your own by using the "New Asset" button.

The second tab asks you to indicate when those portfolios will be implemented with respect to your regular asset holdings, the holdings of your retirement accounts, and the holdings of the retirement account assets of your spouse/partner.

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