In addition to advisory services, Capital Estate Planning is happy to provide Alberta Teachers Association members with personal retirement income projections to assist in decision making and wealth management.
If you've already consulted with the Alberta Teachers Retirement Fund, you probably know what your pension will be. But what if you have more complicated financial needs? What if you have a combination of RRSPs, TFSAs, Non-Registered Funds and other investments -- and you want to figure out how they all fit together.
For ATA Members, we also offer comprehensive retirement income projections.
Available on a fee for service basis, these projections take into account factors like your RRIF payments, pension amounts and other investments and give you a clear indication of how long your money will last at different withdrawal levels. Using innovative software tools that are only available to professionals, it shows where your finances are today and where they are projected to be at any time in the future, based upon whatever set of economic assumptions you choose.
Of course, if you're just looking for simple (and free) retirement income projections, ATA Members have access to some great online planning tools at SmartPathNow. For Alberta Teachers Association Members who are already part of the ATA Group RRSP, you can also log in to GRS Access to access some projections based on the amount you've already contributed to your ATA Group RRSP.
Contact us today for a detailed look at how your finances are sitting -- now and into the future!
Preparing Your Investments for Retirement
As you approach Retirement, there are a few key steps that you probably want to take with your Registered Retirement Savings Plan (RRSP) and other investments
Is having a steady stream of income important to you in your retirement? An Annuity may be right for you.