Friday, October 21, 2016

Saving in a holding company

4:45 PM


You can include the value of a business from which you can pay dividends. You will find this on the 'Other Assets' tab on the Financial Information page. I'm not sure if this addresses what you want to do with a holding company.

I do have a question on how to optimize the plan. I know we have lots of extra cash flow but it doesn't appear to be putting any money into the TFSA or RRSP or Non-Registered where is the excess cash flow going? Can you please advise how I tell the system to "auto direct budget surpluses to savings"?


Please note that before retirement, extra cash is assumed to be spent.

After retirement surpluses are saved to the non-registered account and available to cover shortfalls in future years.

If you have excesses before retirement, manually increase your annual savings amount and it will be directed in the RRSP, TFSA and non-registered according to the savings rule you selected on the Forecast page.


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