How do I print single pages?

How do I incorporate different tax rates for different time periods?

How do I include real estate in my portfolio?

How do I constrain my asset categories?

Why is my net worth reduced by more than my withdrawal?

How do I add products to my default layout?

How do I customize Alloset to my Preferences?

What is the difference between "Planned" & "Selected?"

How do I set default values for scenarios?

When should I push the optimizer button?

Can I incorporate a major purchase into Alloset?

If I change the inflation rate in the "Flows" section of the Investor Profile, does it change my default inflation rate?

When looking at a graph, how can I view the corresponding value to a given point on the chart or graph?

How do I view the data for the charts on my screen?

How do I print single pages?

To print single pages, click the Print icon in the bottom right corner of the screen. Check the box corresponding to your desired options.
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How do I incorporate different tax rates for different time periods?

To incorporate different tax rates for different time periods (i.e. ages), go into Investor Profile and select the Tax tab. From there either select Add, New or Edit and enter the requested fields for the different rates at the different ages.
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How do I include real estate in my portfolio?

Although there is no good index for real estate data, it can be included in your Alloset financial plan. Real estate is considered a cash flow. If the property is income producing (i.e.- rental property), enter an annual contribution for the amount you expect the property to yield. Other property should be illustrated as a one-time cash flow in the year you expect the property to be sold.
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How do I constrain my asset categories?

One way to constrain individual asset categories is to select Constraints from the Main Menu. Next, either constrain the broad or product constraints using the minimum and/or maximum percentages.

Another way to constrain products and asset categories is to use the User Defined defaults section of the Utilities Menu on the Main Menu in Alloset. Click on the Constraints tab then select Product or Class. At that point you can select the minimum and/or maximum percentages.
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Why is my net worth reduced by more than my withdrawal?

All flows in Alloset are considered after tax. Therefore, any withdrawal amount is automatically adjusted for taxes. Thus, the actual amount taken for the account equals your stated withdrawal plus taxes on that withdrawal.
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How do I add products to my default layout?

To add new products to your default layout, select the Utilities button from the Main Menu. Click the Assets tab and then select Add and enter the required fields. Finally, select OK.
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How do I customize Alloset to my preferences?

Select Utilities from the Main Menu and choose "Change Alloset Start up Mode." Click User and start selecting or de-selecting your desired Alloset set up. Next click Save located at the bottom left corner of the screen. Finally, select Menu.
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What is the difference between "Planned" & "Selected?"

"Planned" refers to the exact return determined by your financial plan (i.e.- Flows Analysis). "Selected" refers to the return corresponding to the actual Optimal Portfolio selected from the 12 on the Efficient Frontier.
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How do I set default values for scenarios?

Select Utilities from the Main Menu and choose User Defined Defaults. Select the Scenario tab and enter the corresponding values. Finally, select Save located at the bottom left corner of the screen.
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When should I push the optimizer button?

Follow the general progression of the Main Menu to determine when to select the Optimizer button. Once your Flows are entered and you have reviewed the Constraints section you are able to select Run the Optimizer.
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Can I incorporate a major purchase into Alloset?

Yes. Select the Investor Profile and choose Assets and then Flows. Next input a Flow for a major purchase. You simply input that Flow on the corresponding age for the purchase.
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If I change the inflation rate in the "Flows" section of the Investor Profile, does it change my default inflation rate?

No. Entering a new inflation rate for a particular or multiple flows does not change the default inflation rate. This can only be done using the Utilities Menu.
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When looking at a graph, how can I view the corresponding value to a given point on the chart or graph?

To view the Value, right click once on the corresponding point on the graph and the Value will be displayed.
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How do I view the data for the charts on my screen?

Go to the Chart you wish to view. Then simply select the Data tab. The corresponding data will be displayed.
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