(NEW!! Product Update file -version 2011.1- issued Jan 1, 2012 )
Note: This update is
only
for registered users of RRIFmetic for Windows version 2011 issued on Sept 18/2011.
If you haven't upgraded from 2010 to 2011, this fix will not apply! (to purchase V2011, go here)
If you have already purchased V2011 or have downloaded the 2011 demo from this site, then download this upgrade.
Download upgrade.exe
The new V2011 release contains the new (Jan 01 2012) tax rates. Also.... the new CPP early/late start rules are changed, as well as a new "RRIF Meltdown" feature to allow the user to force excess RRIF withdrawals beyond the current RRIF minimums.
--,...new TFSA, $10527 FTC, as well as prior changes such as the RRIF age limit, RESP rules, dividend tax credit (eligible, not-eligible), new $2K child tax credit and a second nonreg tax distribution age range.... also: A ROC (return of capital investment entity), the option of having the files listed in the 'file|get' process displayed in date-last accessed sequence.
-->
See here for tips on 'income splitting'
Recent changes in last year...
-TFSA rate adder allows an offset to the rate column in the data entry grid.
-RRIF meltdown. RRIF can now be forced to deplete.
-new CPP rules for taking early/late CPP.
-loan rates, pmt levels can now vary over time
-TFSA (tax free savings account)
-ROC (Return of Capital)
-LIF rates updated for all provinces (Jan 2009)
-income splitting tutorial
-new RIF age, RESP rules
-important 3rd new 'compute' option finds the exact rate which satisfies both the 'die-broke' and ATI level.
-new 'montecarlo' feature uses historical rates rather than randomizing.
-CPP option allows the actual CPP to be specified for any year.
-coverpage feature allows single&spousal pairs to use same cover.txt file
-enhanced/non-enhanced dividends
-Streamlined 'new file create' option
-New report... "data assumptions"
-Quick RRIF/LIRA illustrator (ctrlQ) enhanced/cleaned up
-LIRA 'drawdown at maximum' option.
-new 'save-as' utility allows you to make duplicate file versions.
New RRIFmetic 2011 online Manual (Sept 15/2011)
New..... the
RRIFmetic user manual has been re-written
and is now in PDF format. To download the manual for version 2011
(manual.pdf)
, click here.
Trouble shooting tips
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