FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Why Am I Seeing Non-Taxable Income in My Retirement Projections?
- FAQ: If I Add a One Time Expense Do I Need to Set Where the Income Comes From?
- FAQ: How Do the Taxable Income Values in the Advanced Options Affect Future Calculations
- FAQ: Why Did My Success Rate Go Down When I Increased Expected Stock Returns?
- FAQ: Why Is There Still a Mortgage Payment in Projections After a House Sale?
- FAQ: How Do I Create a Scenario to Minimize Income Tax?
- FAQ: How to Model Different Withdrawal Rates?
- FAQ: Does Success Rate Take Asset Allocation Into Account?
- FAQ: How to Add the Charitable Tax Credit or Disability Tax Credit to My Plan?
- FAQ: How To Export Data to Excel
- FAQ: How Do I Change the Order of Withdrawals in Retirement?
- FAQ: How Does Adviice Make Assumptions About Future TFSA Contribution Room
- FAQ: Can I Reset to My Base Scenario?
- FAQ: Why Are Results Exactly the Same for Different Decumulation Orders?
- FAQ: How Are AI Strategies Prioritized?
- FAQ: Are There Advisors That Are Familiar With The Platform That Can Help?
- FAQ: How to Set Up the Smith Maneuver
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: How Does the Platform Project Real Estate Growth
- FAQ: How Do I Add a Negative Spending Override?