Financial Planning Software > Reports > Asset Allocation summary
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The Asset Allocation Planning Horizon graph illustrates a year by year summary of how the client's assets are allocated.
This is a stacked bar chart that allocates asset balances on a year by year basis. The asset groups for this graph are Cash Accounts,
Equities (stocks, mutual funds and excess cash), Business interests, Retirement Plans (includes IRAs, Roth IRAs, 401k Plans, and all other qualified and non qualified plans),
Residence, Life Insurance (Cash Value life insurance and any entered ILITs), Bonds (including MUNI/s, corporate and treasury bonds),
529 Plans, and all other personal assets.
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