FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: What Changes on the Platform in the New Year and How Do You Update Your Plan? (Updated 2025)
- FAQ: What Does the Success Rate Percentage Mean?
- FAQ: How Do I Model Earlier Retirement Dates?
- FAQ: How Does the Tracking Section of the Platform Work?
- FAQ: How Do I Increase the Inflation Rate used on the Platform?
- FAQ: How to Model Taking Dividends Only From a Non-Registered Account
- FAQ: How to Mix Withdrawals in a Decumulation Plan
- FAQ: How to Add Dividend Stocks to Non-Registered Portfolio
- FAQ: Why Do I Have Taxable Capital Gains in my Non Registered Account Before Retirement?
- FAQ: How Do I Bypass Discovery/Foundation Sections that the Platform Doesn't Need?
- FAQ: How to Include an Inheritance in my Plan
- FAQ: How to Model Alternate Scenarios with Different Pension Start Dates
- FAQ: How Do I Make a Different Scenario?
- FAQ: What Does a Shortfall Mean on the Spending Chart and What Causes It to Appear?
- FAQ: Why Don't I See an OAS Clawback Column on my Projection Charts?
- FAQ: Why is the Platform Not Pulling From my TFSA to Cover Projected Shortfall?
- FAQ: How do I Test Multiple Defined Benefit Pension Start Dates?
- FAQ: Does the Platform Include Tax Credit Calculations?
- FAQ: If I Add a One Time Expense Do I Need to Set Where the Income Comes From?
- FAQ: How Do I Turn AI Strategies Off?