How do I change asset allocation at retirement or in a future year?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Allocation
Open the account’s Edit Allocation page and select the future year you want to edit. Enter that year’s target percentages, totalling 100%, and save.
TIME MACHINE applies the new target from January of the selected year and retains it until another target replaces it. For example, you can keep the current allocation now and set a different one for the year you retire. A later change in your retirement event does not automatically move a target entered for a fixed calendar year; review the target year too.
To include a class absent from today’s account, add a holding representing it, with zero value if appropriate. Its target can be zero in earlier years and positive in the future year.
The target controls projected rebalancing. It does not itself execute changes to your real portfolio.