How do I change retirement dates and the entries linked to them?
Where to find it: LIFE EVENTS → Edit
Open LIFE EVENTS and edit the relevant retirement event. Enter the new date or age and save. The list shows entries linked to the event so you can see what the change will affect.
An income, expense or planned saving whose date is linked to that event follows the new date. An entry using a fixed calendar date does not automatically become linked. For example, a salary ending at Retirement moves with that event, while one ending on a manually entered June 30 stays on June 30.
Review the first/last retirement events and both spouses’ linked entries in a couple’s plan. Also check separate assumptions such as CPP/QPP start dates and future allocation years; changing retirement does not necessarily change those settings.
Rerun TIME MACHINE after the edit. An earlier saved report keeps the scenario used for its own calculation.