You would want to create custom asset classes for these. Let's look at modeling a REIT as an example. Say that you project 80% of the future returns will be from the dividend, which is taxable at ordinary income tax rates. First, select your username at the top right and go to 'Account'. Then go to the 'Asset Class Assumptions' section. Look at the screenshot below. In this example I assigned an [...]
Article search results for : "Account not updating"
168 ArticlesI have a linked account where the ticker for a holding did not come in and therefore no historical data or performance history is coming in. How do I enter the ticker for this holding?
You can enter or edit tickers that come in for linked holdings as seen in the image below. The program will remember the ticker going [...]
Why did my Monte Carlo results drop so dramatically?
It’s likely you have a “lockout” of funds that cannot be used when you need them. This is usually the culprit when Monte Carlo results seem to be way too low. This also can occur when Qualified Tax-Deferred accounts, such as IRAs, cannot be used before age 59.5. This is the default, but can be [...]
The asset class for a holding I have is wrong. I linked the account. How do I edit or change the asset class or classification for a holding?
You can change the asset class mix by holding for a linked account if it has been mapped incorrectly. The program will remember this asset classification going forward. You can see this is in the screenshot [...]
How do I delete an investment account?
Go to Cash Flow Inputs > Investment Assets and select the investment account you want to delete. Click or press the trash can image to delete [...]
How do I model a CD (certificate of deposit)?
CDs should be modeled in the Additional Cash Inflows section. When the CD matures the money will flow into the taxable accounts pro-rata based on their balances at that time. The CD below matures one year from now (it was bought a year ago). The owner paid $10K for the CD and it returns $15K two years later, which is roughly a 2.5% annual [...]
I linked an account but now want to unlink it for security reasons. I would like to keep all of the information that is there, such as the asset class, balance, etc. How do I do this?
An account can be unlinked permanently from Yodlee while still keeping the information. See the screenshot [...]
Can I model deferred compensation?
Yes, accounts that are deferred compensation can be linked or you can manually add them. You can then set the payout start and ending ages for the deferred [...]
How do I change my WealthTrace password?
Click your username at the top right, then go to Account Information. You can change your password as you see [...]
Can I edit the name of an investment account that I linked?
Yes, open the account in Cash Flow Inputs > Investment Assets and change the name [...]