Final amount

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leandro_strasser
Posts: 1
Joined: Tue May 28, 2019 10:33 am

Final amount

Post by leandro_strasser »

If I want to set a remaining value, is it possible?

jimr
Posts: 576
Joined: Thu Feb 28, 2008 6:48 pm

Re: Final amount

Post by jimr »

One way to do simulate having a final portfolio balance is to add an expense in the final year in the amount that you want to reserve. If there's enough money in that final year to fund normal expenses plus the portfolio set aside, the plan will succeed and if there's not enough the plan will fail.

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