Continue Retirement Starts Here

You’ve completed the first two lessons. Now continue with the second module, See Where You Stand, and start clarifying your own retirement picture.

In this module, you’ll:

  • Start thinking about your retirement number and how much you may need for the retirement you want
  • See how CPP/QPP timing, OAS and taxable income considerations can interact
  • Consider key withdrawal-order questions that may affect your retirement income
  • Complete Your Retirement Snapshot to identify possible planning gaps and what may need more attention 
  • Identify what to focus on next, with an advisor or on your own