Introduction to Assets

Use the Assets section to model capital assets used to fund retirement, personal property, residences, rental properties, and stock options. One of the most important facets of retirement planning for many individuals is to make sure they have enough capital available to fund their needs through retirement. This makes the Assets section a crucial part of scenarios in Moneytree Plan.

Learn more about data entry for assets:

• Description Details

• Rates of Return

• Future Changes

• Full Section Guide

Most time will likely be spent in the first tab, entering information for individual assets. For information on the other tabs, see:

• Retirement Plan Additions

• Allocation

• Rate Changes

• Accounts

Learn more about special asset types:

• Residence

• Rental Real Estate

• Stock Options

• Inherited IRA

• Health Savings Account