Canadian Retirement Planner

Your Details

Province of Residence

Target Annual Spend (After Tax)

How much in-pocket cash you need per year in retirement

Current Age

Planned Retirement Age

Life Expectancy

Current Balances

RRSP / LIRA

TFSA

Non-Registered

Non-Registered Cost Basis

Your initial principal to calculate capital gains properly

Future Plans

Annual Savings: RRSP

Annual Savings: TFSA

Annual Savings: Non-Reg

Expected Total Annual Return (%)

Non-Registered Dividend Yield (%)

Assumes Canadian Eligible Dividends

Additional Income & Windfalls

Other Income (Annual)

Rental income, part-time work, etc. (Applies during retirement)

Other Income Ends at Age Age when this income stops

One-Time Lump Sum

Inheritance, property sale (Added to Non-Reg)

Age at Lump Sum

Advanced Strategy

Target Legacy (Die with X)

Desired portfolio balance at end of life expectancy

Drawdown Priority Smart sequencing of withdrawal accounts to minimize tax

Slow-Go Spend (Ages 75-84) 100%

No-Go Spend (Ages 85+) 100%

Projected Portfolio at Retirement

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Retirement Outlook

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Portfolio Balance Over Time

Retirement Cashflow & Taxes

Total Taxes Paid (Retirement)

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Projected Estate (Legacy Value)