Adjust rates of return over time - in the Asssumptions
As a new user, I am pleased with ESPlanner.
However, something that almost makes me want to ask for a refund is the inability to set, within the Assumptions, different assumptions on the rate of return over time. (I know this can be done in the Monte Carlo section.)
I have seen allowing changing return Assumptions mentioned as a possible feature in previous posts. Perhaps it will show up in the next update. I presume it is quite difficult to code.
To this user, just having one set of pre and post retirements rates of returns without consideraioon of the allocation of assets (like Quicken Planner) would be a great improvement. I hope ESPlanner would consider this simpler change.
RSS
Larry,
For a change we are ahead of the curve here. We've got the code in place in the CE and are working on the UI to include this. No time frame yet, but expect it sooner rather than later.
Best,
Dick Munroe