Office Hours - November 2024
Key Questions:
- 02:43: Intro and Overview for the NEW Survivor Scenario AI Strategies
- 08:18: How to Mix Withdrawals in a Decumulation Plan (Registered and Non Registered)
- 15:02: How to Simulate CPP Sharing
- 16:52: Is there a Public Roadmap for Future Feature Releases?
- 18:30: Where do I enter my Defined Benefit Pension
- 21:45: Can I set the month CPP/OAS start within a year?
- 23:36: Where is RRIF Income Displayed on the Projection Charts?
- 28:46: How does Divorce Planning Work on the Platform?
- 33:59: If I add a large one-time expense, do I need to set where the income is coming from or is that determined by the platform?
- 41:47: How to Optimize a Withdrawal Strategy
- 46:28: How to enable/disable Income Splitting AI Strategy
- 47:41: Is it possible to Model a Mortgage in Retirement?
- 51:02: What is the Shortfall I see on the Spending Chart and What Causes it to Appear?
- 52:30: Can You Use a HELOC to Model a Smith Maneuver?
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.