Office Hours - December 2024
Key Questions:
- 01:49: What Changes on the Platform in the New Year and How Do You Update Your Plan?
- 12:09: What to Expect from the Upcoming Corporate Module
- 18:12: Troubleshooting Adding Investment Balances at the End of the Year (vs the Start)
- 19:54: Does the Platform Calculate FHSA Amounts Transferred to RRSP/RRIF at 70?
- 20:55: How to Enter Details of an ESPP
- 23:32: What is the Default Assumption for LIF Withdrawals?
- 26:25: How Does the Tax Benefit and Analysis Section Work?
- 33:48: Explaining the OAS Warning Describing the Breakeven Point in the Last 80s
- 36:16: Will You Add a Yearly Discount Subscription vs a Monthly (TLDR: Yes)
- 42:40: How Do You Enter Part-Time Income in Retirement?
- 44:55: How To Include an Emergency Fund in Your Plan?
- 48:06: How Do I Turn Off the Help Videos?
- 48:45: What Sections Can I Skip on the Platform and Do I Really Need to Add CPP Details?
- 55:02: Are You Comfortable With the Inflation Numbers Used in Adviice’s Monte Carlo Scenarios?
- 58:02: Is There a Way to Easily See the Annual Withdrawal Contribution Strategy During Retirement?
Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.