FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How is Success Rate Different Than a Monte Carlo Anaylsis?
- If AI Strategies Suggests Strategies With the Same Success Rate, Which One Should You Pick?
- FAQ: Does the Platform Include Tax Credit Calculations?
- FAQ: Why Don't I See an OAS Clawback Column on my Projection Charts?
- FAQ: How Do I Turn AI Strategies Off?
- FAQ: What is the Effect of the % Portfolio Turnover in the Advanced Options?
- FAQ: How do I Change my Plan Length/Max Age for Projections?
- FAQ: What Percentile Does the Net Worth Correspond to On the Success Rate Chart?
- FAQ: How Do I Model an Annuity in my Plan?
- FAQ: How to Model Alternate Scenarios with Different Pension Start Dates
- FAQ: How Do I Force Registered Assets to Be Used in Early Retirement?
- FAQ: How do I Test Multiple Defined Benefit Pension Start Dates?
- FAQ: Does the Platform Assume Investment Contributions are at the Start or End of the Year?
- FAQ: What Income Sources Are Included in Other Taxable Income?
- FAQ: Why Are My Savings Amounts Not Showing Up in the Projections Charts?
- FAQ: Why Is the Platform Adding a Missing Expenses Column to my Plan?
- FAQ: How Do I Create a Scenario to Minimize Income Tax?
- FAQ: Why Am I Seeing Non-Taxable Income in My Retirement Projections?
- FAQ: How Do I Change the Order of Withdrawals in Retirement?
- FAQ: How Do the Taxable Income Values in the Advanced Options Affect Future Calculations