Contributions and Withdrawals
Automatic savings/withdrawals and how to make changes with settings & overrides.
- (VIDEO) The 2 modes of Cash Flow Management (CFM) (7 min)
- 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
- Editing Values on the Planning page
- Using Overrides
- Clearing Overrides
- How to clear non-zero Net Cash Flow and/or Cash Balance values
- Unused RRSP or TFSA Contribution Room
- RRIF and LIF Withdrawal Schedule
- How to Maximize TFSA Contributions
- How to Minimize RRIF/LIF Withdrawals or Maximize LIF withdrawals
- How to delay RRSP deductions
- LIRA/DCPP partial unlocking upon conversion to LIF account
- Spousal RRSP Contributions
- CPP and EI Contributions