Common Settings

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.