u/kecdn

How to Model NonReg to TFSA transfer in Retirement

I want to see what impact there is if I move the maximum possible ($7000) from my Non Registered accounts to my TFSA account each year in retirement.

I want to see if the resulting tax savings is significant enough to make this worthwhile.

Is the best way to do this in the Projections view and simply add a NonReg withdrawal and TFSA deposit?

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u/kecdn — 1 day ago

Is there an easy way to see a decumulation report that has the Account and Amount (at minimum) to be withdrawn each year? I see the data in the detailed data, but my brain does not work well with extracting the parts that are important!

reddit.com
u/kecdn — 4 months ago