Basic Investor

Tools / Contribution Optimizer

PRO TOOL

Contribution Optimizer & Waterfall

Stop guessing where your next savings dollar belongs. Sequence your annual contributions across employer plans, tax-deductible accounts, and tax-free containers for maximum net wealth.

⚡ LIVE DIAGNOSTIC PREVIEW — TEST YOUR NUMBERS Instant Estimate
ESTIMATED 20-YEAR OPTIMIZATION IMPACT
+$34,680
Calculated from your inputs above
🔒 Exact Execution Plan Locked
Unlock full schedule, trade tickets & tax split below
Interactive Tool Preview
PRO TOOL

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Educational illustration only; not tax or financial advice. Contribution room, marginal tax brackets, and deduction rules should be verified using your official Notice of Assessment (CRA) or IRS records.