FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How Can I Best Walk Through a "What If" Scenario Where I Adjust the Equity Return Assumptions?
- FAQ: How do I Include Private Canadian Shares in My Plan?
- FAQ: Why is the Platform Not Pulling from My RRSP/RRIF to Cover a Shortfall?
- FAQ: How Do I Bypass Discovery/Foundation Sections that the Platform Doesn't Need?
- FAQ: Why Do I Have Contributions to Savings and Investments Starting Later in Retirement?
- FAQ: What Is the Maximum Amount of Scenarios I Can Create?
- FAQ: Where is CPP/OAS Found in the Projection Income Table?
- FAQ: Why Don't TFSA Contributions Change My Projections?
- FAQ: Are Probate Fees Included in the Estate Tax Calculation?
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: Does Estate Value Include Probate Fees by Province?
- FAQ: Do the AI Accumulation/Decumulation Strategies Apply Post and Pre Retirement?
- FAQ: What is Included in Deduction Expenses in the Projections Section?
- FAQ: How are RRSP Refunds Treated on the Platform
- FAQ: Why Do I See a Non-Registered Surplus in my Plan?
- FAQ: How to Add/Remove an Advisor Connection
- FAQ: Are the Pension and Age Credits Part of the Calculations for Projections?
- FAQ: Why Does My House Sale Not Show Up in the Income Charts?
- FAQ: Does the Platform Consider Withholding Tax When Calculating RRIF Withdrawals
- FAQ: What does the software do with the FHSA account funds if not used to buy a house?