FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How to Add the Charitable Tax Credit or Disability Tax Credit to My Plan?
- FAQ: Why Do I Have a Balance in the Cash Account Column (Surplus/Shortfall)?
- FAQ: Why is my RRSP Meltdown Not Starting for 2 Years in Retirement?
- FAQ: How are RRSP Refunds Treated on the Platform
- FAQ: How Do I Add a Negative Spending Override?
- FAQ: Do the AI Accumulation/Decumulation Strategies Apply Post and Pre Retirement?
- FAQ: How to Set Up the Smith Maneuver
- FAQ: Can I Convert an RRSP to RRIF Before Age 55?
- FAQ: Does the Platform Consider Withholding Tax When Calculating RRIF Withdrawals
- FAQ: How Do I Level My Tax Throughout Retirement?
- FAQ: Where is CPP/OAS Found in the Projection Income Table?
- FAQ: Can I Prompt RRIF Withdrawals to be Done Equally Between Spouses?
- FAQ: How Does the Platform Calculate Estate Tax?
- FAQ: Can I Reset to My Base Scenario?
- FAQ: Does the Platform Work to Optimize Canada Child Benefit with RRSP Contributions?
- FAQ: The Override Function is Not Working for Me
- FAQ: Are the Pension and Age Credits Part of the Calculations for Projections?
- FAQ: How to Add/Remove an Advisor Connection
- FAQ: How Do I Move Surplus Cash into my Investment Accounts?
- FAQ: How Do I Model a Reverse Mortgage or HELOC in Adviice?