Add Canadian or foreign retirement accounts to
the Lifetime Planner
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(An
account, usually tax-deferred, designed to provide savings for
retirement. Examples include 401(k) and IRA accounts.) to
Click Banking, click Account
Tools, and then click Account Setup.
Click Other account type, and then click
Select Retirement, and then click
Enter the account name and other information, and then click
Specify the type of retirement account as Other (for
employees) or Other (for self-employed),
and then click Next.
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(The percentage of your total taxable income that you
pay in income tax. Your effective rate is is less than the rate in
your tax bracket, or your marginal rate. ) specified on the
Taxes & inflation page in the Lifetime Planner
and your projected income during that period.