FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How Do I Bypass Discovery/Foundation Sections that the Platform Doesn't Need?
- FAQ: Why Do I Have Taxable Capital Gains in my Non Registered Account Before Retirement?
- FAQ: How do I Change my Plan Length/Max Age for Projections?
- FAQ: Why is the Platform Not Pulling From my TFSA to Cover Projected Shortfall?
- FAQ: Why Is the Platform Adding a Missing Expenses Column to my Plan?
- FAQ: What is the Effect of the % Portfolio Turnover in the Advanced Options?
- FAQ: How Do I Turn AI Strategies Off?
- FAQ: How Can I Best Walk Through a "What If" Scenario Where I Adjust the Equity Return Assumptions?
- FAQ: How Do I Force Registered Assets to Be Used in Early Retirement?
- FAQ: Why Are My Savings Amounts Not Showing Up in the Projections Charts?
- FAQ: Can I Set LIF Withdrawals to Maximum Amount?
- FAQ: How Do I Adjust Income for a Mid-Year Retirement Date?
- FAQ: Why Don't I See an OAS Clawback Column on my Projection Charts?
- FAQ: How Do I Model an Annuity in my Plan?
- FAQ: What Income Sources Are Included in Other Taxable Income?
- FAQ: What Percentile Does the Net Worth Correspond to On the Success Rate Chart?
- FAQ: How to Model Alternate Scenarios with Different Pension Start Dates
- FAQ: Does the Platform Include Tax Credit Calculations?
- 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?