FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Why Did My Success Rate Go Down When I Increased Salary?
- FAQ: Can I Prompt RRIF Withdrawals to be Done Equally Between Spouses?
- FAQ: Why is Total Income Not the Same in the Projections Graph and Table?
- FAQ: Why Do I Have Contributions to Savings and Investments Starting Later in Retirement?
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: Where is CPP/OAS Found in the Projection Income Table?
- FAQ: Are Probate Fees Included in the Estate Tax Calculation?
- FAQ: What Is the Maximum Amount of Scenarios I Can Create?
- FAQ: Why Don't TFSA Contributions Change My Projections?
- FAQ: Do the AI Accumulation/Decumulation Strategies Apply Post and Pre Retirement?
- FAQ: How to View Current Overrides (Override Report)
- FAQ: Why Do I See a Non-Registered Surplus in my Plan?
- FAQ: Does Estate Value Include Probate Fees by Province?
- FAQ: Why is the Platform Not Pulling from My RRSP/RRIF to Cover a Shortfall?
- FAQ: How are RRSP Refunds Treated on the Platform
- FAQ: Are the Pension and Age Credits Part of the Calculations for Projections?
- FAQ: How Does the Platform Project Real Estate Growth
- FAQ: What is Included in Deduction Expenses in the Projections Section?
- FAQ: Does the Platform Consider Withholding Tax When Calculating RRIF Withdrawals
- FAQ: How to Add/Remove an Advisor Connection