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Assets and Debts

Learn how to enter various assets, and use debt i.e. mortgages, lines of credit

  • Entering Assets in the Projections
  • How to Change the Adjusted Cost Base (ACB) of a Financial Asset
  • Move or Transfer or Copy an Asset to the Spouse
  • Handling Joint Assets and Debt (How to Split Them Among the Couple)
  • First Home Savings Account (FHSA)
  • Defined Contribution Pension Plan (DCPP)
  • Group Assets (RRSPs, TFSAs, Non-Registered)
  • RRIF and LIF Withdrawal Schedule
  • Surviving Spouse Scenario - Survivor Analysis & Asset Rollover
  • Adjusting Rates of Return and Asset Mix Throughout the Projections
  • Selling a Real Asset
  • Purchasing a New Home (Downsizing)
  • Purchasing a New Home (Upgrading)
  • Using the Home Buyers' Plan (HBP)
  • Entering Debt in the Projections
  • Debt Repayment Options
  • Line of Credit - Borrowing Against an Asset
  • HELOC (Home Equity Line of Credit) - How to Use
  • Borrowing against the Cash Value of an Insurance Policy
  • How to Set Up a Rental Property
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Categories

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  • Definitions and Assumptions
  • Scenario Settings
  • Income (including Gov't Benefits)
  • Assets and Debts
  • Contributions and Withdrawals
  • Working with Scenarios
  • Client Reports
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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