Savings/Investments
Planning > Projections: Savings and Investments
- FAQ: How to Include an Inheritance in my Plan
- FAQ: How Does Adviice Make Assumptions About Future TFSA Contribution Room
- FAQ: Why is There a Difference Between Financial Assets in Projections and Summary Views
- FAQ: How to Add Dividend Stocks to Non-Registered Portfolio
- FAQ: Why Do I Have Taxable Capital Gains in my Non Registered Account Before Retirement?
- FAQ: How Do I Model an Annuity in my Plan?
- FAQ: Why is the Platform Not Pulling From my TFSA to Cover Projected Shortfall?
- FAQ: Why Are My Savings Amounts Not Showing Up in the Projections Charts?
- FAQ: Are Investment Balances in the Summary End of Year Values?
- FAQ: How are RRSP Refunds Treated on the Platform
- FAQ: What does the software do with the FHSA account funds if not used to buy a house?
- FAQ: Where Do TFSA/FHSA Gifts to Children Get Entered on the Platform?
- FAQ: Does the Platform Assume Investment Contributions are at the Start or End of the Year?
- FAQ: How to Model Taking Dividends Only From a Non-Registered Account
- FAQ: How to Mix Withdrawals in a Decumulation Plan (Blended Withdrawals)
- FAQ: How to Monitor Net Worth During Retirement?
- FAQ: How Do I Model Retirement Compensation Agreements (RCA)?
- FAQ: How Are RRIF Mimimum Withdrawal Factors Applied?
- FAQ: Can I Convert an RRSP to RRIF Before Age 55?
- FAQ: How Do I Model a GIC Ladder?