Other Income

Dividend Income (Annual): Enter any ineligible dividend income the client(s) receives from their corporation.

Index (% of Inflation): If you expect the dividend income to increase, enter this increase as a percent of inflation. For example, if inflation is entered at 3% and you enter 50% in this field, the software will assume an increase of 1.5% per year.

Other Income (Annual): Pre-retirement income amounts that are paid directly to your client(s) and are taxable when received. For example, if a client is receiving income from rental properties, enter the expected rental income after expenses here.

*Post Retirement Rental income should be entered in Step 2 / Other.

Human Capital (Annual): Pre-retirement potential earnings/value that benefits your client(s) financially but is not paid directly. This amount will add to the Human Capital calculation but will not impact taxation.

For each of the above areas enter the age at which the income will stop using the To Age selection. Select ‘Retirement’ from the drop-down to stop the income amount at the planned retirement age, or select ‘Age’ to establish a specific age for the amount to stop at.