FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: What Does the Success Rate Percentage Mean?
- FAQ: What Changes on the Platform in the New Year and How Do You Update Your Plan? (Updated 2025)
- FAQ: How Do I Model Earlier Retirement Dates?
- FAQ: How Do I Increase the Inflation Rate used on the Platform?
- FAQ: How Does the Tracking Section of the Platform Work?
- FAQ: What Are Some Best Practices When Testing Multiple Scenarios?
- FAQ: How to Mix Withdrawals in a Decumulation Plan (Blended Withdrawals)
- FAQ: How to Model Taking Dividends Only From a Non-Registered Account
- FAQ: How Do I Make a Different Scenario?
- FAQ: How to Model a Cash Wedge Strategy?
- FAQ: How Do I Bypass Discovery/Foundation Sections that the Platform Doesn't Need?
- FAQ: How to Add Dividend Stocks to Non-Registered Portfolio
- FAQ: How to Include an Inheritance in my Plan
- FAQ: Why Do I Have Taxable Capital Gains in my Non Registered Account Before Retirement?
- FAQ: How Do I Change the Investment Income Types (Dividend, Capital Gains, Interest) in My Non-Registered Accounts?
- FAQ: What Does a Shortfall Mean on the Spending Chart and What Causes It to Appear?
- FAQ: How Do I Add a One-Off Expenses To My Plan
- FAQ: How Can I Best Walk Through a "What If" Scenario Where I Adjust the Equity Return Assumptions?
- FAQ: What Is The Difference Between Automatic and Manual Saving Modes?
- FAQ: Why is the Platform Not Pulling From my TFSA to Cover Projected Shortfall?