Set the rate of return for investment accounts in the lifetime plan
Set an average rate of return for all your investments if your accounts are targeted for the same time frame (for example, if all your savings are for retirement) or have similar investment allocations.
Please click one:
Set average rate
Set specific or historical rate
Choose different return rates for individual investments
See difference between the Money default simple rate and the Money estimate rate
See if plan results are affected by return rate
Choose correct return rate