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