Add Canadian or foreign retirement accounts to the Lifetime Planner
Although Money can't provide as much information about Canadian or other foreign retirement accounts as it can about U.S. retirement accounts, you can still include foreign accounts in the Lifetime Planner.

To add a retirement account to your plan:

  1. Click Banking, click Account Tools, and then click Account Setup.
  2. Click Other account type, and then click Next.
  3. Select Retirement, and then click Next.
  4. Enter the account name and other information, and then click Next.
  5. Specify the type of retirement account as Other (for employees) or Other (for self-employed), and then click Next.
  6. Follow the instructions on the screen.


Money calculates retirement tax rates automatically. Your tax rate after retirement is based on the effective income tax rate specified on the Taxes & inflation page in the Lifetime Planner and your projected income during that period.