Add Your Expected Retirement Income Sources
Your income sources help show how government benefits may interact with your broader retirement cash flow.
Retirement income rarely comes from one place. This section lets you enter the income sources you expect to receive during retirement, including pensions, RRIF withdrawals, employment income, rental income, investment income, dividends, and non-taxable cash flow. These inputs help estimate your year-by-year retirement income and identify where income-tested benefits or clawback issues may appear.
You do not need perfect numbers to begin. Start with reasonable estimates and refine them as better information becomes available.
No income sources yet — add one above.
Income classification can materially affect and results. Confirm tax treatment of dividends, capital gains, rental income, corporate distributions, policy loans, and other income with a qualified tax professional.