FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Does Success Rate Take Asset Allocation Into Account?
- FAQ: How To Export Data to Excel
- FAQ: What Is The Difference Between Automatic and Manual Saving Modes?
- FAQ: How Do I Add a Negative Spending Override?
- FAQ: Why Did My Success Rate Go Down When I Increased Expected Stock Returns?
- FAQ: How to Add/Remove an Advisor Connection
- FAQ: Why Do I Have a Balance in the Cash Account Column?
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: How Do the Taxable Income Values in the Advanced Options Affect Future Calculations
- FAQ: How Are AI Strategies Prioritized?
- FAQ: Why Are Results Exactly the Same for Different Decumulation Orders?
- FAQ: Are There Advisors That Are Familiar With The Platform That Can Help?
- FAQ: What Is the Maximum Amount of Scenarios I Can Create?
- FAQ: How are RRSP Refunds Treated on the Platform
- FAQ: How Do I Share a Copy of My Plan Anonymously?
- FAQ: How Does the Platform Project Real Estate Growth
- FAQ: How to Model a Cash Wedge Strategy?
- FAQ: How to Model Different Withdrawal Rates?
- FAQ: How Do I Change the Order of Withdrawals in Retirement?
- FAQ: Why is my RRSP Meltdown Not Starting for 2 Years in Retirement?