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How can I enter Canada Savings Bonds?


 

Handling Canada Savings Bonds


Question: Is there a workaround to enter Canada Savings Bonds? Is there a way to add this type of investment?




Answer: There isn't a specific feature to track a Canada Savings Bond's coupons and maturity directly within Milestones Retirement Insights. The best approach is to include the bond's face value in the account type matching its registration—either the Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), or a non-registered account. If the specific registration type is unknown, it's advisable to place it under the non-registered account.


Keywords: Canada Savings Bond, Face Value, Registration Account


 

For more information or to clarify any questions about using the Milestones Retirement Insights tool for comprehensive retirement income planning, reach out to us at info@milestones-retirement.com 

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