Wednesday, August 6, 2014

Common Settings

12:55 PM



Features Update

Data entry is made to be as uniform as possible for each spouse to make it easier to find all settings.

We have a new release in which we apply changes to both spouses to avoid the need to enter the same information twice in the following areas:

  • CPP marital status
  • CPP sharing and CPP sharing common years
  • Pension income splitting
  • Economic basis
  • Monte Carlo settings
  • Risk analysis settings

With this change you no longer have to change these common values for each spouse when you prepare a retirement plan that combines the financial information of both spouses.

If you make any change to these settings to one spouse, they will be applied to the other spouse.

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