Retirement Income Tool
Investments
RRSP ($):
TFSA ($):
Corporate Account ($):
Non-Registered Account ($):
% Capital Gains:
% Eligible Dividends:
Other Investments ($):
Income Sources
CPP ($/yr):
CPP Start (Years After Retirement):
OAS ($/yr):
OAS Start (Years After Retirement):
Other Pensions ($/yr):
Other Income ($/yr):
Income Target
How should we calculate the target income?
Manual Input
% of Total Assets
Leave Desired Estate
Desired Annual Income ($/yr):
% of Total Starting Assets to Withdraw Each Year:
Desired Estate Value ($):
Optimize for Taxes
Show comparison to non-optimized strategy
Assumptions
Client Age:
Annual Return (%):
Inflation Rate (%):
Years of Retirement:
Calculate Projection