Multiple Target Allocations

On the Efficient Frontier step, you can add multiple target allocation time ranges. If you wish, you can add separate allocations for the taxable and tax-advantaged accounts. Each target will be displayed within the Investment Planning Report.

To add multiple allocation time periods to the Efficient Frontier, do the following:

  1. If you wish to add different targets for taxable and tax-advantaged accounts, check the Use Separate Taxable and Tax-Advantaged Allocations check box.

  2. If you are adding separate allocations, in the Add to area, click the Taxable or Tax-Advantaged radio button.

  3. In the Start Year field, enter a future start year (YYYY format), then click the Add button.

  4. To remove a target allocation time period from the list, click to highlight the date range, then click the Remove button.

  5. When you have finished adding allocation time periods, click OK.