FAQ
Frequently Asked Questions about the Planning Phase
- FAQ: Does the Platform Consider Withholding Tax When Calculating RRIF Withdrawals
- FAQ: Where is CPP/OAS Found in the Projection Income Table?
- FAQ: Are Probate Fees Included in the Estate Tax Calculation?
- FAQ: How Does the Platform Calculate Estate Tax?
- FAQ: How to Reduce Spending in Survivor Scenario?
- FAQ: How do I Include Private Canadian Shares in My Plan?
- FAQ: Does Adviice Assume TFSA Beneficiary or Successor Holder?
- FAQ: I Don't See My LIF in my Income Projections?
- FAQ: Why Don't TFSA Contributions Change My Projections?
- FAQ: If I Delete a Scenario do I Lose My Discovery/Foundation Information?
- FAQ: Why Do I Have Contributions to Savings and Investments Starting Later in Retirement?
- FAQ: Why Do I See a Non-Registered Surplus in my Plan?
- FAQ: What Is the Maximum Amount of Scenarios I Can Create?
- 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?
- FAQ: Are the Pension and Age Credits Part of the Calculations for Projections?
- FAQ: What is Included in Deduction Expenses in the Projections Section?
- FAQ: How to Add/Remove an Advisor Connection
- FAQ: Why is the Platform Not Pulling from My RRSP/RRIF to Cover a Shortfall?