content: "Plan Name" = "kim+sam-bequest"
  Description = "This is the case of Kim and Sam used as an example case for optimizing bequest and Roth conversions. No wages and contributions file is associated with this case."
  
  ["Basic Info"]
  Status = "married"
  Names = [ "Kim", "Sam",]
  "Birth year" = [ 1966, 1967,]
  "Life expectancy" = [ 86, 89,]
  "Start date" = "01-01"
  
  [Assets]
  "taxable savings balances" = [ 1000.0, 0.0,]
  "tax-deferred savings balances" = [ 2000.0, 800.0,]
  "tax-free savings balances" = [ 500.0, 25.0,]
  "Beneficiary fractions" = [ 1, 1, 1,]
  "Spousal surplus deposit fraction" = 0.5
  
  ["Wages and Contributions"]
  "Contributions file name" = "kim+sam.xlsx"
  
  ["Fixed Income"]
  "Pension amounts" = [ 0.0, 0.0,]
  "Pension ages" = [ 65, 65,]
  "Pension indexed" = [ false, false,]
  "Social security amounts" = [ 45.0, 25.0,]
  "Social security ages" = [ 70, 68,]
  
  ["Rates Selection"]
  "Heirs rate on tax-deferred estate" = 33.0
  "Dividend rate" = 1.8
  "OBBBA expiration year" = 2032
  Method = "conservative"
  From = 1922
  To = 2023
  
  ["Asset Allocation"]
  "Interpolation method" = "s-curve"
  "Interpolation center" = 15
  "Interpolation width" = 5
  Type = "individual"
  generic = [ [ [ 60, 40, 0, 0,], [ 70, 30, 0, 0,],], [ [ 60, 40, 0, 0,], [ 70, 30, 0, 0,],],]
  
  ["Optimization Parameters"]
  "Spending profile" = "smile"
  "Smile dip" = 15
  "Smile increase" = 12
  "Smile delay" = 0
  "Surviving spouse spending percent" = 60
  Objective = "maxBequest"
  
  ["Solver Options"]
  maxRothConversion = 300
  netSpending = 180
  
  [Results]
  "Default plots" = "today"
  