In the Upside Investing Setup area, you can optionally enter extra stock investments for retirement accounts in future years if

  1. you choose a future year to start conversion from stocks to safe assets, and
  2. you have entered future contributions for at least one of the Retirement Accounts in your profile.

If this is the case, you can specify that a percentage of those contributions (from 1% - 100%) goes toward stock investments. For every year from the current year until the year before you start converting assets, MaxiFi will allocate the specified percentage of contributions to stocks rather than safe assets.

If you don't have any contributions set up, but want to set up extra stock investments for your retirement accounts, you must first return to the profile's data entry area, find the desired retirement account, and add future contributions.