Decision Tools for Investors - RBC Dominion Securities

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Annual Retirement Income Worksheet

Note to the user
Do not include registered assets such as RRSPs in your calculations. The income generated from these assets will be addressed separately.

Be sure to enter the annual amount of your expenses.

Residency	You	Your Spouse
Province

Annual income	You	Your Spouse
Pension income
Canada/Quebec Pension Plan (CPP/QPP)	$	$
Old Age Security (OAS)	$	$
Guaranteed Income Supplements (GIS)	$	$
Company pension income	$	$
Other pension income	$	$
Employment income
Salary	$	$
Other:	$	$
Other income (specify)
Investment income¹	$	$
Other:	$	$
Other:	$	$

¹ Includes interest, dividends and capital gains earned outside your registered plan(s). For this calculation, all investment incomes have been taxed at marginal rates. For accurate tax rates, consult the Canada Customs & Revenue Agency.

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