Monday, July 9, 2018

Using TFSAs

Using TFSAs

Question: I input a value for my TFSA but for some reason it is not showing up on the asset accumulation table. Could not figure out why. Any suggestions, could I have a wrong setting somewhere? As a follow up to my earlier question, in the file# below...
By: RetireWare / Equisoft On 11:30 AM
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Monday, July 2, 2018

Spouse name and comments

Spouse name and comments

Question: How do I enter the information to see the spouse's full name and my comments on the final report? Answer: On the Forecast page, on the General tab, select the Option to do a calculation for both spouses. The page will refresh and show a drop down...
By: RetireWare / Equisoft On 11:28 AM
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