Assumptions and planning policy
Set cash, allocation, risk, legacy, and Roth planning policy
Tell guidance and comparisons what outcomes and constraints matter to the household.
When this applies
Use this to set targets used by readiness, planning insights, strategy scoring, and annual guidance.
Where to enter it
Portfolio > Scenario Editor > Planning Policy
How to enter it
- Set target cash-reserve years and optional minimum amount.
- Configure the fixed-income glide path start/end ages, safe percentages, and maximum annual move.
- Set stochastic success and maximum drawdown thresholds.
- Choose legacy preference and Roth-conversion posture.
How YARCalc uses it
- Policy targets guide recommendations; they do not execute trades.
- Cash-reserve guidance can calculate a dollar gap against required spending.