In addition to advisory services, Capital Estate Planning is happy to provide our clients with personal retirement income projections to assist in decision making and wealth management.
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.
At Capital Estate Planning, 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, CEPC clients have access to some great online planning tools at SmartPath Now. For CEPC clients who are already part of the Capital Group RRSP, you can log in to GRS Access to access some projections based on the amount you've already contributed to your Capital Group RRSP.
Contact us today to see how we can help you get an understanding of your retirement income!
Reducing Taxes at Death
When you die, do you want your estate to go go Revenue Canada, or to your heirs?
Preparing Your Investments for Retirement
As you approach Retirement, there are a couple of key steps that you may want to take with your Registered Retirement Savings Plan (RRSP) and other investments.