Why does NaviPlan Standard automatically create non-registered assets when retirement goals require additional savings?
There are limits to the registered contributions clients can make. These limits may change from year to year based on salary changes, pension adjustments, and changes in contribution limits that can make a registered contribution impossible. As a result, additional retirement savings are directed to a non-registered asset. • On the Goals category – Retirement tab, users can choose to have NaviPlan Standard direct additional savings to registered assets as well as non-registered assets.