Getting Started: Tax & Benefits

Government pension benefits like CPP and OAS can provide a significant portion of retirement spending goals. We will use the information within this section to help estimate how much you could receive in the future.

In addition to government pensions, private pensions like defined contribution pensions plans (DCPP) or defined benefit pension plans (DBPP) also provide an important source of retirement income. We will use the information in these sections to help understand how much you could receive in the future and how these private pensions fit into your overall plan in terms of taxes and draw down in retirement.

RRSP and TFSA contribution room will help us explore any tax planning options you may have within your plan, some which may not be readily apparent, so please enter accurate information to get the best tax planning advice.

Setup

The Tax and Benefits section is based on the information you provided in the Profile section. If you believe you should have additional options, or have too many options, please review your profile settings

For specific setup information, see the related articles below.