Add Retirement Annuity & TFSA Tracking in Plans
Roedolph Breet
It would be useful to have a feature that allows users to project and track their Retirement Annuity (RA) and Tax-Free Savings Account (TFSA) pots. The goal is to calculate how these investments could grow over time based on basic inputs.
Retirement Annuity (RA)
Required Inputs:
Current balance
Time frame (years)
Contribution amount
Contribution frequency (monthly, quarterly, yearly)
Annual contribution increase (%)
Expected annual growth rate (%)
Tax-Free Savings Account (TFSA)
Required Inputs:
Current balance
Contribution amount
Contribution frequency (monthly or yearly)
Expected annual growth rate (%)
Rules to apply:
Contributions capped at R500,000 lifetime limit
After reaching the cap, no further contributions are added — only growth is calculated
Graph Display
Each plan (RA, TFSA, and potentially others) should be displayed as separate lines on the projection graph
Each line should be toggleable (on/off) for comparison or isolation
A sum total line should be included to show the combined projected value of all active plans
The sum total line should also be filterable, updating dynamically based on which individual plans are toggled on