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Add an Expenses That Occurs Every Few Years

  • Date updated 2023-12-20
  • By Support Carey

I want to add an expense for a car that occurs every 7 years. How do I do that?

You can add an expense that occurs every few years in the Goals & Additional Expenses section using the dropdown for 'Recurrence For Goal' as seen in the screenshot [...]

Rebound Years in Bear Market Scenarios

  • Date updated 2023-12-19
  • By Support Carey

How does the setting for Rebound Years work in Bear Market Scenarios?

When running bear market scenarios you can tell the program that there will be a market rebound for stocks and even a decline in returns for bonds afterward. The settings for the rebound work as follows:Rebound Years: The number of years the market rebound will be assumed to take place. For example, if this is set to 3, the stock market will increase more than normal for the three years after the [...]

Bear Market Scenarios

  • Date updated 2023-12-19
  • By Support Carey

How is running a bear market scenario different than a scenario where the annual returns decline and doesn't Monte Carlo already capture bear markets?

The bear market scenarios allow you to run scenarios where you can control the change in the annual return by each asset class. You can also choose from recent recessions and the program will set the annual returns to the worst one year return (for stocks) during that recession. Bonds will have their annual return changed to what they experienced over that same time frame, which during recessions [...]

View and Edit Monte Carlo Assumptions

  • Date updated 2023-12-18
  • By Support Carey

Where do I view and edit Monte Carlo assumptions such as volatility and the distribution used

Select your username at the top right and then go to Account. You will then be able to navigate to the Monte Carlo Assumptions section. You can change the distribution used (Normal vs. Laplace). The Laplace distribution means extreme events are more likely than the Normal distribution implies. You can also view and edit the standard deviations for asset classes and the correlations among asset [...]

After-Tax Contributions to IRA

  • Date updated 2023-12-18
  • By Support Carey

I have contributions to my IRA that are after tax. Where do I add these?

You can enter after-tax contributions for IRAs and 401(k)s as you see in the screenshot [...]

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    Support Carey



    Description:
    Total articles: 214
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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