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Income/Expenses

Planning > Projections: Income and Expenses

  • FAQ: How to Include an Inheritance in my Plan
  • FAQ: How Do I Add a One-Off Expenses To My Plan
  • FAQ: How Do I Model Earlier Retirement Dates?
  • FAQ: How do I Change my Plan Length/Max Age for Projections?
  • FAQ: How do I Test Multiple Defined Benefit Pension Start Dates?
  • FAQ: Why Do I Have a Balance in the Cash Account Column (Surplus/Shortfall)?
  • FAQ: How Do I Model an Annuity in my Plan?
  • FAQ: Why Am I Seeing Non-Taxable Income in My Retirement Projections?
  • FAQ: Does the Platform Work to Optimize Canada Child Benefit with RRSP Contributions?
  • FAQ: Why Is the Platform Adding a Missing Expenses Column to my Plan?
  • FAQ: If I Add a One Time Expense Do I Need to Set Where the Income Comes From?
  • FAQ: What Does a Shortfall Mean on the Spending Chart and What Causes It to Appear?
  • FAQ: Do Updates to Discovery/Foundation Affect All Scenarios?
  • FAQ: Where is CPP/OAS Found in the Projection Income Table?
  • FAQ: Why Is My CPP Start Age is Not Updating in Projections?
  • FAQ: How Do I Add a Negative Spending Override?
  • FAQ: How to Reduce Spending in Survivor Scenario?
  • FAQ: What Income Sources Are Included in Other Taxable Income?
  • FAQ: How to Model Different Withdrawal Rates?
  • FAQ: Why is Total Income Not the Same in the Projections Graph and Table?
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