Question
I ran a Monte Carlo simulation, which required me to apply Asset Allocation to my client's assets. Since then, my investments and retirement accounts are still using asset allocation for growth. How do I return them to their previous growth settings?
Answer
When Market Assumptions are enabled for Monte Carlo, the plan may be set to grow all investments and retirement accounts using asset allocation.
To return these accounts to their original growth settings:
- Go to Plan Settings.
- Locate the option Grow all investments and retirement accounts via asset allocation.
- Toggle this option off.
Once disabled, your investments and retirement accounts will return to their original growth settings.
Example: