FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How Are AI Strategies Prioritized?
- FAQ: How to Monitor Net Worth During Retirement?
- FAQ: Does the Platform Assume Investment Contributions are at the Start or End of the Year?
- FAQ: How Does the Platform Deal with Capital Losses?
- FAQ: How Do I Add a Negative Spending Override?
- FAQ: Why Is My CPP Start Age is Not Updating in Projections?
- FAQ: How to Reduce Spending in Survivor Scenario?
- FAQ: Why is my RRSP Meltdown Not Starting for 2 Years in Retirement?
- FAQ: How Are RRIF Mimimum Withdrawal Factors Applied?
- FAQ: I Don't See My LIF in my Income Projections?
- FAQ: How to View Current Overrides (Override Report)
- FAQ: Where Do TFSA/FHSA Gifts to Children Get Entered on the Platform?
- FAQ: How Does the Platform Calculate Estate Tax?
- FAQ: Do Updates to Discovery/Foundation Affect All Scenarios?
- FAQ: Why is the Platform Not Pulling from My RRSP/RRIF to Cover a Shortfall?
- FAQ: Can I Prompt RRIF Withdrawals to be Done Equally Between Spouses?
- FAQ: The Override Function is Not Working for Me
- FAQ: Why Did My Success Rate Go Down When I Increased Salary?
- FAQ: Does the Platform Work to Optimize Canada Child Benefit with RRSP Contributions?
- FAQ: Why is Total Income Not the Same in the Projections Graph and Table?