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Upside Investing -Changing Risk Free Asset Real Return and an Error Message

Submitted by frederickt.2005... on 17 June 2012 - 3:03am

Hi

Two things I'd like to check on Upside Investing Mode in EsplannerPlus

1. Could I change the real return of the risk free asset or is it hardwired ?

2. Secondly, for some strange reasons, one of my profile shows the following error message when I tried to change the date of converting asset into safe assets -it does not matter what year was chosen, the message that flashes at top row says:

[Value of "year" is invalid for "Profle". Check and Re-enter. ]

This is in the Retirement Asset Tab.

Any solutions to above is much appreciated. Thanks.

‹ How to handle non-deductible IRAs What causes the Upside Investing method to cause the retirement contributions to be significantly reduced in the Detailed Report ›
Submitted by Lowell Williams on 18 June 2012 - 11:17am.
1

You can change the rate of return on the assumptions page when Upside is on. I don't recall where that message comes from. I'll check

Submitted by frederickt.2005... on 21 June 2012 - 9:37am.
2

thanks. Didn't get the error message so far.

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