FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Can I Convert an RRSP to RRIF Before Age 55?
- FAQ: Where is CPP/OAS Found in the Projection Income Table?
- FAQ: How to Model a Cash Wedge Strategy?
- FAQ: Can I Prompt RRIF Withdrawals to be Done Equally Between Spouses?
- FAQ: How Do I Model a Reverse Mortgage or HELOC in Adviice?
- FAQ: Are the Pension and Age Credits Part of the Calculations for Projections?
- FAQ: How to Add the Charitable Tax Credit or Disability Tax Credit to My Plan?
- FAQ: Are Investment Balances in the Summary End of Year Values?
- FAQ: Why Do I Have a Debt That Can't Be Deleted?
- FAQ: The Override Function is Not Working for Me
- FAQ: Do Updates to Discovery/Foundation Affect All Scenarios?
- FAQ: Why Is My CPP Start Age is Not Updating in Projections?
- FAQ: How Are RRIF Mimimum Withdrawal Factors Applied?
- FAQ: How Do I Model a GIC Ladder?
- FAQ: Does LIRA/LIF Unlocking Happen Automatically?
- FAQ: Does Estate Value Include Probate Fees by Province?
- FAQ: What does the software do with the FHSA account funds if not used to buy a house?
- FAQ: How to Reduce Spending in Survivor Scenario?
- FAQ: Can I Set LIF Withdrawals to Maximum Amount?
- FAQ: I Don't See My LIF in my Income Projections?