Wednesday, July 6, 2016

Types of Assets Supported by RetireWare

11:09 AM


Question:

My spouse and I have salary income. We are contemplating early retirement (5 years early). We will both earn small pensions from our employers.

We have the following 6 registered plans. TFSA x 2, RRSP x 2, Locked-In registered plan (LIRA) x 2, plus Investment accounts x 2 plus an investment property.

Before I purchase a DIY plan I am writing to inquire if the software will has functionality to input details for all the above accounts individually.

Answer:

You'll be able to enter all these types of accounts and property separately for each spouse by selecting the option of doing a plan that combines the financial information for both spouses on the Forecast page.

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