FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How do I Change my Plan Length/Max Age for Projections?
- FAQ: What Income Sources Are Included in Other Taxable Income?
- FAQ: What is the Effect of the % Portfolio Turnover in the Advanced Options?
- If AI Strategies Suggests Strategies With the Same Success Rate, Which One Should You Pick?
- FAQ: How to Add Dividend Stocks to Non-Registered Portfolio
- FAQ: Can I Set LIF Withdrawals to Maximum Amount?
- FAQ: How Do I Turn AI Strategies Off?
- 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: Why Do I Have Taxable Capital Gains in my Non Registered Account Before Retirement?
- FAQ: How Do I Force Registered Assets to Be Used in Early Retirement?
- FAQ: Why Is the Platform Adding a Missing Expenses Column to my Plan?
- FAQ: Why Did My Success Rate Go Down When I Increased Expected Stock Returns?
- FAQ: How to Add the Charitable Tax Credit or Disability Tax Credit to My Plan?
- FAQ: Why Are My Savings Amounts Not Showing Up in the Projections Charts?
- FAQ: Why Don't I See an OAS Clawback Column on my Projection Charts?
- FAQ: Can I Reset to My Base Scenario?
- FAQ: How to Model Different Withdrawal Rates?
- FAQ: How to Model Alternate Scenarios with Different Pension Start Dates
- FAQ: Why Are Results Exactly the Same for Different Decumulation Orders?