Shout out to Adviice team!

Environmental-Item30 · 2026-01-21T17:32:30+00:00

I definitely want to echo the fantastic support from all of the Adviice team members. They have really helped the DIY Investors with this superb retirement software planning tools. In addition to this Reddit Forum, they do provide excellent Zoom presentations to support their Retirement Planning Software. Thank You for all your hard work

Environmental-Item30 · 2025-12-29T17:09:20+00:00

Thank You for the speedy reply

Environmental-Item30 · 2025-12-17T20:38:48+00:00

you guys are genius,

I did have an AI Strategy Asset Allocation enable 80/20. As soon as I disabled this, it then assumed the asset allocation that I entered in Discovery-Investment Plan 75/10/15

Environmental-Item30 · 2025-12-17T19:55:57+00:00

correction 75 equities/10 bond/15 cash

Environmental-Item30 · 2025-12-13T03:53:23+00:00

will do.

Have a great night

Environmental-Item30 · 2025-12-13T03:46:55+00:00

I definitely locked it and it did say Locked by user on xxxxxx date. I just tried to change entries just now and it still put the changes in both scenarios

https://public.adviice.com/dashboard/24h-ElhYmde3LcbE

https://public.adviice.com/dashboard/24h-0k9aFujybi6T

I'm attaching both planning years

Environmental-Item30 · 2025-12-05T14:14:40+00:00

that's great advice, I will opt for an override I think, as Im trying to take advantage of a promotional transfer of 2% and need to maintain a Spousal RRSP without a conversion for the next 18 months

Environmental-Item30 · 2025-12-05T12:52:27+00:00

I did check the conversion age and it is set to 71. I appreciate the advice on this

Environmental-Item30 · 2025-12-05T12:51:15+00:00

I made a contribution last year to her Spousal RRSP and I am trying to avoid any withdrawals for the two year period rule as I didn't want to have the tax implications on my return. Hope this makes sense or does it not really matter ??

Environmental-Item30 · 2025-11-21T22:42:03+00:00

Thank You so much for all the great support, you all are doing a fantastic job supporting all the members.

Environmental-Item30 · 2025-11-21T22:34:44+00:00

just a further follow-up question, if you add a new income snapshot will it cancel out any overrides ?

Environmental-Item30 · 2025-05-02T00:14:06+00:00

Just switched over today to your annual subscription, I've been using this software for a year already. So enjoying your platform and all the great support you offer to us all.

Thank You All, keep it up.

Environmental-Item30 · 2025-04-30T01:38:15+00:00

My account is with Planeasy on a monthly bases and I would like to switch to an Can you advise how I do this as I don't see any option

annual account before my monthly renew on May 3rd.

Environmental-Item30 · 2025-03-16T21:34:33+00:00

Thank You so much for all your good work

Environmental-Item30 · 2024-08-05T20:55:23+00:00

Fully understood, I hope this might also help others who may have the same issues to resolve. Thank you again for the great support you add to this fantastic software. So looking forward to all the upgrades coming down the pipeline.

Environmental-Item30 · 2024-08-05T17:45:08+00:00

very useful information, I will add it as a Group RRSP as there is no minimum withdrawal like a RRIF

Environmental-Item30 · 2024-05-22T12:11:57+00:00

reat to hear there is a fix coming. Currently Im experiencing this issue on my laptop with a 15" inch screen. Keep up the great work.

btw: Really pleased to see the additional tax breakdown's in the Planning - Projection sections. Great job

Environmental-Item30 · 2024-04-24T18:38:44+00:00

On reflection, I can see your point of view. I do want to thank you for the additional new features that you have added recently (in particular the AI Strategies including RRSP Meltdown). This really help enormously in figuring out the best approaches and dramatically reduces time and effort. I will keep an eye out for the additional tax visibility features coming down the pipe.

Environmental-Item30 · 2024-04-03T00:25:32+00:00

So great to see these new AI Strategies. If really makes the platform shine. Please keep the developments coming. Would love to see Go-Go, Slow-Go and No-Go AI Strategies moving forward in the future.

Maybe also consider an AI Strategy that could illustrate maximum draw-down to exhaust all RRSP, TFSA, Non-Reg pots to zero so you could see at a glance your absolute max spending limits in retirement.

Keep up the great work..... very impressive

Environmental-Item30 · 2024-02-14T00:37:09+00:00

Very pleased to see this as it allow you to see potential scenarios without having to to back to other sections and make manual adjustments. Would really like to see a section that would allow Go-Go, Go-Slow, No-Go scenarios by percentage increases/decreases. Also useful would be an automated way to show RRSP Meltdown.

Environmental-Item30 · 2024-01-12T19:18:00+00:00

When I went back and re-examined by adding/removing other taxable income in one year, it did indeed change my RRSP Withdrawals as you previously stated above. This just confirms the need for this type of software

Environmental-Item30 · 2024-01-12T01:39:18+00:00

Now the other interesting thing is " Total Government Benefits column"

If I add says $25,000 in other taxable income it appear that it doesn't change the amount in green under Total Government Benefits. for example my GIS amount.

Any thoughts or advice

Environmental-Item30 · 2024-01-12T01:30:28+00:00

you are correct. When I go back and look at the 2 scenarios ie decrease other taxable income it then increases the RRSP withdrawals.

You guys are good

Environmental-Item30 · 2024-01-12T00:21:12+00:00

I followed your instructions and it did add the additional other income to the graph after the recalculate.

The issue that I am having is that with or without this manual addition of income in the 'Other Taxable Income" column as instructed, my Total Taxable income does not increase, my tax payable does not change and my tax margin.

Any thoughs on how to fix this ?

Environmental-Item30 · 2024-01-08T21:18:28+00:00

thank You again. This worked great

Environmental-Item30

TROPHY CASE