FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: If I Delete a Scenario do I Lose My Discovery/Foundation Information?
- FAQ: I Don't See My LIF in my Income Projections?
- FAQ: I Withdraw Monthly From My Non Registered Investments. How Do I Include this in Adviice?
- FAQ: What Is the Maximum Amount of Scenarios I Can Create?
- FAQ: A One-Time Cash Withdrawal From Non-Registered is Triggering Capital Gains
- FAQ: Why Is My CPP Start Age is Not Updating in Projections?
- FAQ: Why Don't TFSA Contributions Change My Projections?
- FAQ: Can I Prompt RRIF Withdrawals to be Done Equally Between Spouses?
- FAQ: Why Do I See a Non-Registered Surplus in my Plan?
- FAQ: How Does the Platform Calculate Estate Tax?
- FAQ: Why Did My Success Rate Go Down When I Increased Salary?
- FAQ: How do I Include Private Canadian Shares in My Plan?
- FAQ: Where is CPP/OAS Found in the Projection Income Table?
- FAQ: How Do I Draw Down My Investments Faster?
- FAQ: Why is the Platform Not Pulling from My RRSP/RRIF to Cover a Shortfall?
- FAQ: Why Is There No Option for Rent Expense After a Downsize?
- FAQ: Are the Pension and Age Credits Part of the Calculations for Projections?
- FAQ: How are RRSP Refunds Treated on the Platform
- FAQ: What Are My Expenses Not Updating in Scenarios?
- FAQ: What is Included in Deduction Expenses in the Projections Section?