FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How Are AI Strategies Prioritized?
- FAQ: How Do I Move Surplus Cash into my Investment Accounts?
- FAQ: How Do I Add a Negative Spending Override?
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: Where Do TFSA/FHSA Gifts to Children Get Entered on the Platform?
- FAQ: Can I Convert an RRSP to RRIF Before Age 55?
- FAQ: Why Do I Have a Balance in the Cash Account Column (Surplus/Shortfall)?
- FAQ: Are Investment Balances in the Summary End of Year Values?
- FAQ: Does LIRA/LIF Unlocking Happen Automatically?
- FAQ: Does Adviice Assume TFSA Beneficiary or Successor Holder?
- FAQ: The Override Function is Not Working for Me
- FAQ: Does the Platform Work to Optimize Canada Child Benefit with RRSP Contributions?
- FAQ: Why is my RRSP Meltdown Not Starting for 2 Years in Retirement?
- FAQ: Does the Platform Consider Withholding Tax When Calculating RRIF Withdrawals
- FAQ: Why Do I Have Contributions to Savings and Investments Starting Later in Retirement?
- FAQ: Why is Total Income Not the Same in the Projections Graph and Table?
- FAQ: How Do I Model a GIC Ladder?
- FAQ: I Withdraw Monthly From My Non Registered Investments. How Do I Include this in Adviice?
- FAQ: If I Delete a Scenario do I Lose My Discovery/Foundation Information?
- FAQ: Why Is My CPP Start Age is Not Updating in Projections?