3 ms·
Yes custom investment types! Up in Canada I have access to a registered retirement fund (tax-deferred, like a 401k but not as closely tied to employer) and a ta
by jamie_ca 5y ago
Yes custom investment types! Up in Canada I have access to a registered retirement fund (tax-deferred, like a 401k but not as closely tied to employer) and a tax-free savings account (for untaxed growth), and I couldn’t figure out how to model monthly contributions to both out of a single salary stream.
Being able to fund both (and then in retirement, set a max annual withdrawal from the tax-deferred account before withdrawing from the tax-free) is to me an important bit of modelling that I couldn’t figure out how to get sorted in 15-20 minutes.