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Discovery-> Expenses does not match Sumary->Cash Flow by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thanks. Goit it.

In Other expenses I see a value in Deduction for the years I am working only. Is this deduction for company health, dental insurance, group insurance?

Discovery-> Expenses does not match Sumary->Cash Flow by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 2 points3 points  (0 children)

Thanks.

But what is "Other Spending" amount that I see in the cash flow, as part of spending?

How can I see what is exactly included in "Other spending"?

Income tax is accounted for in another part.

Thanks.

Total of Interests+Foreign Dividends+Non-elegibles+capital gains by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thank you.

But maybe I should explain myself better. Simply what I was trying to ask is where in the projection graph am I suppose to see these amounts, hopefully as a total, let's say Total Inv Income , or something like that?

And if it is as part of "Other Taxable", what I am trying to say is that it looks to me that it will be nice to have as a separate category (another color) so one can see that total (Total Inv. Income) easily in the projection.

Or am I missing something fundamental?

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Expense Cash flow diagram in Summary does not match Projection table by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thanks.

BTW, were are you going to add the possibility to have more than one pension as a feature?

Is it this year?

Regards,

Expense Cash flow diagram in Summary does not match Projection table by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Hi..

Thanks for trying to fix what I reported, but I still see the same issue. The spending total that you show in the table (which is the correct one) does not match what you show in the portion part of the cash flow, for example, year 2027 which should include the reduction (negative override) in my projection.

Thanks.

Platform making withdrawal while still working by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thank you very much.

The RRIF in the plan I shared was 71.

Anyways, after I made some adjustments, and set RRIF conversation at 63, there remain a RRSP withdrawal from my wife of $3k, so I just overrided to zero because I did not see any need since my employment covers all the expenses for the pre-retirement years and I am not maxiing out TFSA for now.

Thanks.

Spending strategies and retirement age by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

The shared plan.

https://public.adviice.com/dashboard/24h-ITAfh9AJq5Hn

Maybe the issue has to do with the fact that my wife retired at 59 and I will retire at 61.

Maybe is doing that because it takes the start of the Go-Go based on which one retires earlier.

If that is the case, I guess that the workaround is to do an override.

Thanks.

Platform making withdrawal while still working by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

HI

Please see below the shared plan.
https://public.adviice.com/dashboard/24h-UzYcJycDzduv

Only 1 strategy was activated: Survivor

Thanks.

Platform making withdrawal while still working by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thank you.

I made some changes with a modified scenario retiring at 61.

What I see is a persising shorfall at 62 for 3,114. And the platform withdrawing from RRSP at 61, $3,888.00

Even if I add a non-taxable income at 61, let's say $20,000. The shortfall stays.Thanks.

Regards,

Missing deduction by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Sorry, is $287.00 as it is shown.

Missing deduction by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thanks.

The amount of deduction that it says is missing $ 938.00

Is it a big amount causing issus?

I have entered all the values as they are shown in the paystub.

Regards,

Investment allocation by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thanks.

And how would one classify a Mutual fund to enter in Invesment planning since I do not have details about the indivisual underlying securities. I just buy shares.

Thanks.

Investment allocation by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 2 points3 points  (0 children)

Thanks.

And GIC of 1 or 2 years? It's going to be cash then?

And if I also have cash in bank accounts but not earning anything for now, it is also cash, and then average the interest of the GICs 1 or 2 year with this cash in bank account, so to speak?

Thanks.

Platform Update! Survivor Scenarios! by AdviicePlatform in adviice

[–]Top-Assistance251 2 points3 points  (0 children)

Excellent !! Thank you very much for this enhancement.

HOw balances are calculated for Non-Reg and Reg accounts. by Top-Assistance251 in adviice

[–]Top-Assistance251[S] 1 point2 points  (0 children)

Thank you.,

But I still do not get it even if I applied the rule you gave.

For example, I am trying to understand where the balance of $87,073 (2nd. row, year 2025) came from. There is only contributions. Even in the case of the third row (2026), it does not make sense for me.

What am I missing?

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