FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How to Set Up the Smith Maneuver
- FAQ: If I Delete a Scenario do I Lose My Discovery/Foundation Information?
- FAQ: Why Do I Have a Balance in the Cash Account Column (Surplus/Shortfall)?
- FAQ: Are Probate Fees Included in the Estate Tax Calculation?
- FAQ: Why Do I Have Contributions to Savings and Investments Starting Later in Retirement?
- FAQ: Are Investment Balances in the Summary End of Year Values?
- FAQ: How Do I Level My Tax Throughout Retirement?
- FAQ: Why is Total Income Not the Same in the Projections Graph and Table?
- FAQ: The Override Function is Not Working for Me
- FAQ: How Are RRIF Mimimum Withdrawal Factors Applied?
- FAQ: Does LIRA/LIF Unlocking Happen Automatically?
- FAQ: Why is my RRSP Meltdown Not Starting for 2 Years in Retirement?
- FAQ: How Do I Model a GIC Ladder?
- FAQ: What Is the Maximum Amount of Scenarios I Can Create?
- FAQ: Can I Convert an RRSP to RRIF Before Age 55?
- FAQ: How Do I Model a Reverse Mortgage or HELOC in Adviice?
- FAQ: How Does the Platform Calculate Estate Tax?
- FAQ: How Do I Move Surplus Cash into my Investment Accounts?
- FAQ: Do Updates to Discovery/Foundation Affect All Scenarios?
- FAQ: Does the Platform Consider Withholding Tax When Calculating RRIF Withdrawals