FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Why Are Results Exactly the Same for Different Decumulation Orders?
- How to Clear Entire Platform Back to Defaults
- FAQ: How to Set Up the Smith Maneuver
- FAQ: Why Am I Seeing Non-Taxable Income in My Retirement Projections?
- FAQ: How Do I Model an Annuity in my Plan?
- FAQ: How Do I Level My Tax Throughout Retirement?
- FAQ: Does LIRA/LIF Unlocking Happen Automatically?
- FAQ: How To Export Data to Excel
- FAQ: What Percentile Does the Net Worth Correspond to On the Success Rate Chart?
- 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
- FAQ: Why Is There Still a Mortgage Payment in Projections After a House Sale?
- FAQ: Does Success Rate Take Asset Allocation Into Account?
- FAQ: I Withdraw Monthly From My Non Registered Investments. How Do I Include this in Adviice?
- FAQ: Can I Convert an RRSP to RRIF Before Age 55?
- FAQ: How Are RRIF Mimimum Withdrawal Factors Applied?
- FAQ: How Do I Create a Scenario to Minimize Income Tax?
- FAQ: Does the Platform Assume Investment Contributions are at the Start or End of the Year?
- FAQ: Are Investment Balances in the Summary End of Year Values?
- FAQ: If I Add a One Time Expense Do I Need to Set Where the Income Comes From?