Use Planworth's standalone Financial Calculators for a quick RRIF withdrawal or income tax illustration outside a client's Financial Insights scenario.
Open a calculator
From the Advisor Dashboard, select Calculators in the left navigation.
Choose one of the available tabs:
RRIF Withdrawal Strategy
Income Tax Calculator
Enter the information requested by the calculator and review the result using the inputs and assumptions shown on the page.
The calculator does not update a client's Evaluation or Financial Insights scenario. If an assumption belongs in the plan, enter it separately in the appropriate client workflow.
Choose the right area
Use Calculators for a standalone illustration.
Use Financial Insights when you need to model or review a client scenario.
Use Wealth Insights for the client's tax and estate planning roadmap.
Common issues
Calculators is not visible. Return to the Advisor Dashboard and check the left navigation. Contact Planworth Support if it remains unavailable.
The expected calculator is missing. Use the calculators currently shown for your account. Do not substitute a different tool for a client-specific decision.
The result differs from another Planworth area. Confirm that the inputs, dates, assumptions, and purpose are the same before comparing results.