Planworth uses separate conversion-age controls for RRSP, LIRA, and DCP accounts. There is no combined RIF/LIF/LIRA/DCP Conversion Age picker item.
Review a RIF Conversion Age
When a client has an RRSP with an Age of Conversion saved in the Evaluation, the scenario includes an Auto-Generated RIF Conversion Age toggle.
Open the client's Financial Insights and confirm the scenario.
Open Planning Inputs and find RIF Conversion Age.
Review the account, conversion age, and Auto-Generated badge.
Open the toggle to change the age or use the at-retirement option, then save it.
Add a LIRA or DCP Conversion Age
Open Planning Inputs.
Select Add Toggle / Strategy, then New Toggle.
Open Savings/Investments.
Select LIRA Conversion Age or DCP Conversion Age.
Select the account, conversion age, and conversion type shown for that account.
Save the toggle.
Use Partial RIF Conversion to model converting part of an RRSP.
After saving, review the relevant years in Details and confirm the toggle in Summary → Toggle Review.
Interpretation boundary
This article does not:
recommend a conversion age
calculate or confirm a RIF or LIF minimum or maximum
explain jurisdiction-specific registered-account rules
interpret income tax, estate, or decumulation effects
promise that a particular age produces a better result
If the result is unexpected
Confirm the correct scenario, visible account and age fields, saved status, and year in Details. Record other active controls shown for the same account without assuming how they interact. If a saved control is missing or the displayed result appears inconsistent, contact Planworth Support with the scenario name, account, toggle, visible fields, and affected years.