FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: How Do I Model a GIC Ladder?
- FAQ: Is the Charitable Donations Tax Credit Calculated when Donations are Entered?
- FAQ: A One-Time Cash Withdrawal From Non-Registered is Triggering Capital Gains
- FAQ: How Are RRIF Mimimum Withdrawal Factors Applied?
- FAQ: Does LIRA/LIF Unlocking Happen Automatically?
- FAQ: I Withdraw Monthly From My Non Registered Investments. How Do I Include this in Adviice?
- FAQ: How do I Include Private Canadian Shares in My Plan?
- FAQ: What does the software do with the FHSA account funds if not used to buy a house?
- FAQ: How Do I Model the Proceeds of a Business Sale?
- FAQ: Why Is My CPP Start Age is Not Updating in Projections?
- FAQ: What is Included in Deduction Expenses in the Projections Section?
- FAQ: How Do I Adjust Income for a Mid-Year Retirement Date?
- FAQ: I Don't See My LIF in my Income Projections?
- FAQ: Do Updates to Discovery/Foundation Affect All Scenarios?
- FAQ: Why Do I See a Non-Registered Surplus in my Plan?
- FAQ: Why Is There No Option for Rent Expense After a Downsize?
- FAQ: What Are My Expenses Not Updating in Scenarios?
- FAQ: Why Did My Success Rate Go Down When I Increased Salary?
- FAQ: How Does the Platform Deal with Capital Losses?
- FAQ: How Do I Draw Down My Investments Faster?