Retirement Plans
Create comprehensive retirement plans tailored to your unique financial situation and goals. Get personalized strategies for investment, tax optimization, and risk management with detailed scenario modeling and progress tracking.
Comprehensive Planning
Create detailed retirement plans with comprehensive analysis of all your financial assets, liabilities, and income sources.
Goal-Based Planning
Set specific retirement goals and create actionable plans to achieve them with milestone tracking and progress monitoring.
Scenario Modeling
Model different retirement scenarios including early retirement, delayed retirement, and various lifestyle choices.
Investment Strategy
Develop personalized investment strategies with asset allocation recommendations and risk management guidelines.
Tax Optimization
Optimize your tax strategy with country-aware recommendations—RRSP/TFSA/RRIF and income splitting in Canada, or Traditional/Roth IRAs, 401(k)/403(b)/457(b), HSAs and tax-efficient withdrawal sequencing in the United States.
Milestone Tracking
Set and track important financial milestones throughout your retirement journey with progress monitoring and achievement celebrations.
Inside Retirement Plans
Screens match the app: guided setup after Add new plan (welcome, milestones, income, expenses, assets, tax), then My Retirement Plan tabs—Retirement Plan, Cash Flow, Tax, Simulation, Milestones, and Withdrawal Strategy.
Welcome to guided setup
First step after creating a plan: the welcome card with NEW PLAN badge and progress (e.g. 17%). Copy matches your tax country (Canadian or U.S. strategy text). Continue moves you into milestones, income, expenses, assets, and tax—same order as Plan setup.
How Plans work
Plans are the core of your retirement modelling. Create a plan, set your retirement age and goals, then run simulations to see your chance of success. Watch Step 1 (Plan Creation) and Step 2 (Plan Simulation Explanation) using the arrows or dots.
- • Plan creation — Set retirement age, income goals, and key assumptions.
- • Simulations — Run chance-of-success and scenario analysis.
- • Results — Understand what success rate and outputs mean for your retirement.
- • Goal-based — Plans use your Financial Position data and Projection Lab tools.
Step 1: Plan Creation · Step 2: Plan Simulation Explanation. Use the arrows or dots to switch.
For best quality, select 1080p in the video player settings (gear icon).
Step 1: Plan Creation
Key Benefits
Why choose our Retirement Plans service?
Comprehensive retirement plan creation
Goal-based planning and tracking
Multiple scenario modeling
Personalized investment strategies
Country-aware tax optimization (Canada and U.S.)
Milestone tracking and progress monitoring
Ready to Create Your Plan?
Start creating your personalized retirement plan today and take control of your financial future.