Financial Planning Software > Reports > Investment Allocation
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The Investment Allocation Graph illustrates a year by year line graph that projects the client's liquid investments, retirement plans and
their non-liquid assets. This graph is useful for assessing if a client has sufficient assets throughout the planning horizon to meet
their retirement needs. The Investment Assets include, cash accounts, 529 Plans, equities, and bonds. The Retirement Plans, include,
401ks, IRAs, Roth IRAs, and any other qualified or non-qualified retirement plan. Non-liquid Assets include, your home, personal assets,
business interests, and cash value life insurance.
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