Ibbotson capital market assumptions offer advisers a wealth of knowledge on pre-tax returns, correlations among asset classes, and standard deviations that can be used to replace or in conjunction with their own personal estimations. Further information on account taxes, required minimum distributions of retirement accounts, and penalties for early withdrawals also allow advisers to forecast a wide range of portfolios for their clients.
Once target portfolios are created, the advisers can use auto-allocate, a new function allowing them to plan out securities that help directly reach clients goals.
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