FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How Are RRIF Mimimum Withdrawal Factors Applied?
- FAQ: If I Add a One Time Expense Do I Need to Set Where the Income Comes From?
- FAQ: Can I Convert an RRSP to RRIF Before Age 55?
- FAQ: How Do I Add a Negative Spending Override?
- FAQ: How Are AI Strategies Prioritized?
- FAQ: Do Updates to Discovery/Foundation Affect All Scenarios?
- 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 Do I Move Surplus Cash into my Investment Accounts?
- FAQ: The Override Function is Not Working for Me
- FAQ: Where Do TFSA/FHSA Gifts to Children Get Entered on the Platform?
- FAQ: I Don't See My LIF in my Income Projections?
- FAQ: Why Is My CPP Start Age is Not Updating in Projections?
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: I Withdraw Monthly From My Non Registered Investments. How Do I Include this in Adviice?
- FAQ: A One-Time Cash Withdrawal From Non-Registered is Triggering Capital Gains
- FAQ: How to Monitor Net Worth During Retirement?
- FAQ: Why is Total Income Not the Same in the Projections Graph and Table?
- FAQ: Can I Prompt RRIF Withdrawals to be Done Equally Between Spouses?
- FAQ: How Do I Model a GIC Ladder?