Two future lump sum amounts can be included for each client. These values are considered to be future after-tax dollars.
Lump Sum 1 / 2: Enter the after-tax value of the future lump sum. The software will automatically allocate this amount toward the Client or Spouse/Partner’s Non-Registered Investments. RazorPlan will access these funds to offset lifestyle deficiencies when required.
At Age: Select the age at which these one time deposits will occur.
Apply To: Select if the lump sum amounts are being added to the Non-Reg/TFSA account or to the clients Cash Flow. (Only available in RazorPlan Advanced. You can upgrade to RazorPlan Advanced using the Billing tab in Your Account. If you have any questions, please contact support).
Need more help with this?
Contact Razor Support