Contributions and Withdrawals
Automatic savings/withdrawals and how to make changes with settings & overrides.
- Editing Values on the Planning page
- Automatic or Manual Cash-Flow Management (CFM)
- Default automatic CFM Logic
- Changing the Default CFM Logic
- Using the CFM Order column
- CFM After-Tax Savings
- Using Overrides
- Clearing Overrides
- How to clear non-zero Net Cash Flow and/or Cash Balance values
- Unused RRSP or TFSA Contribution Room
- How to Maximize TFSA Contributions
- RRIF and LIF Withdrawal Schedule
- How to Minimize RRIF/LIF Withdrawals or Maximize LIF withdrawals
- LIRA/DCPP partial unlocking upon conversion to LIF account
- Spousal RRSP Contributions
- CPP and EI Contributions