Documentation

Step-by-step guides, reference material, and concept explanations for RetirePlan.

🌟 New here? Start with Getting Started

Walk through setting up investors, adding accounts, choosing your financial vehicles, and running your first projection — all in one place.

Setup & Configuration

Set up investor profiles, income, tax rates, CPP/OAS, life stages, monthly expenses, and retirement travel.

Create and configure RRSP, TFSA, Spousal RRSP, Non-Registered, Pension and other account types. Understand Shadow Accounts.

Understand every vehicle type: mirror, manual history, target date fund, synthetic dividend, CASH, BOND, and fixed-rate symbols.

Planning

Create, configure, and run projections. Understand monthly deposits, withdrawal strategies, the 4% Rule, rebalancing, and tax settings.

Track savings goals (home, education, emergency fund) and model how loan payments interact with your retirement savings.

Results & Analysis

Read the projection results, phase summaries, interactive charts, and printable reports. Export data to CSV for external analysis.

Plain-language explanations of the 4% Rule, RRIF, OAS, CPP, TFSA vs RRSP, rebalancing, risk tolerance, and more.

Quick Reference