Modeling an Inheritance
How can I model an inheritance and specify where the money will go?
Enter a cash inheritance as a cash inflow in Cash Flow Inputs for the year it is received.
You can assign the inflow to a specific destination account. The funds will be added to that account and assumed to be invested on a pro-rata basis using the account’s existing investment mix.
For more information, see the Cash Flow Destinations article.
To compare different ways of allocating the inheritance, you can adjust, remove, and recreate the cash inflow entries within the same plan.
You can also duplicate the plan and model a different allocation in each version. Duplicating plans requires the Multiple Plans add-on, which costs $99 per year.
