To my knowledge, the only way to enter an asset allocation in the tool is to switch the "Strategy" under the "Advanced" tool from TPAW to SPAW or SWR.Ha! No, I'm not. But the output was 60/40, and so I assumed it was something I'd put in. Thanks!
In the preferred, default, strategy, the AA is an output of the tool; not an input.
Are you sure you entered it?
If using the default Strategy of TPAW, then asset allocation is an output determined by your preferred "Monthly Spending During Retirement" pattern. This pattern can be modified by moving the "Risk Tolerance" and "Spending Tilt" sliders in the "Risk" tab. Basically, you identify a spending pattern to your liking and would then adjust your asset allocation to match the allocation shown in the Tasks window.
Statistics: Posted by dogagility — Fri Dec 19, 2025 5:29 am — Replies 1884 — Views 645735