Plan Settings: General

This page covers the following location(s) in NaviPlan:

Settings menu — Plan Settings — General

Planning Objectives :: Procedures :: Related Information

Planning Objectives

ClosedWhat do general plan settings affect?
  • The default settings you set here will be applied automatically to all client files and new plans. Changes on this tab will not affect existing plans.
ClosedWhat is the difference between Average Tax Method and Detailed Tax Method?
  • Average Tax Method applies user-entered tax rates to income during three different time periods: pre-retirement, retirement, and in the year of death. A limited number of deductions are applied against income. The alternative minimum tax (AMT) is not supported.
  • Detailed Tax Method automatically applies the bracketed federal and provincial rates to taxable income on a year-by-year basis. An extensive number of deductions and credits are supported in the calculations. The alternative minimum tax (AMT) is supported.

Procedures

ClosedHow do I override these settings for an individual plan only?
  • You can modify settings for individual plans in the Plan Management section — Assumptions category.

Related Information




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