Strategies, guidance, and reports
Understand beneficiary and legacy planning
Express legacy intent and compare after-tax household and beneficiary tradeoffs.
When this applies
Use this when preserving assets for heirs affects strategy scoring or annual guidance.
Where to enter it
Portfolio > Scenario Editor > Planning Policy; Simulation > Strategies Compare
How to enter it
- Choose the legacy preference that best represents the household intent.
- Add or compare beneficiary-planning strategies.
- Review after-tax legacy results alongside retirement success, spending, and taxes.
How YARCalc uses it
- Guidance can flag a beneficiary legacy target and strategy comparisons can weigh beneficiary outcomes.