Try Lifetime Lite and download as a demo for 31 days. You can enter your present assets, income & expenses and generate charts and tables that show a yearly cash flow from now to 45 years after retirement. (Yearly changes can only be made with the full application.)

Download – Spreadsheets

 

  To Download – Find the Post Title and click on the Download Spreadsheet button. If you hover over the button, you will see the name of the spreadsheet.

   Post Title – Click on the title to open the post.

Calculating TFSA and RRSP Totals at Retirement Download Spreadsheet

Canadian Marginal Tax Rates – 2014 Download Spreadsheet

Canadian Marginal Tax Rates – 2016 Download Spreadsheet

Canadian Marginal Tax Rates – 2017 Download Spreadsheet

Canadian Marginal Tax Rates – 2018 Download Spreadsheet

Canadian Marginal Tax Rates – 2019 Download Spreadsheet NEW March 2019

Comparing an Annuity to a RRIF or a LIF Download Spreadsheet NEW September 2018

Determining the Elected Split-Pension Amount Download Spreadsheet

Determining Yearly Rates for Stock Prices and Dividends Download Spreadsheet

Easy to Use Budget Method and Spreadsheet Download Spreadsheet NEW September 2018

Estimating Canadian Income Taxes Download Spreadsheet

Estimating Capital Totals at Retirement Download Spreadsheet

Estimating How Much You Need In Retirement Download Spreadsheet MODIFIED March 2018

Estimating Savings Required for Retirement Download Spreadsheet NEW October 2018

Impact of Enhanced CPP on Take-Home Pay Download Spreadsheet NEW April 2019

Impact of Tax Credits on Average Tax Rate Download Spreadsheet

Life Expectancy and Survival Probability Download Spreadsheet

Loan and Mortgage Calculator Download Spreadsheet

Making a Yearly Budget Download Spreadsheet

Managing Expenses and Cash Flow Download Spreadsheet

Nortel Pension Settlement – Deferred Pension Download Spreadsheet

Nortel Pension Settlement Options – Annuity vs LIF Download Spreadsheet

RRIF Minimum Payout Download Spreadsheet

RRIF Minimum Payout – 2015 Rates Download Spreadsheet

RRIF Minimum Payout – 2015 versus Old Rates Download Spreadsheet

Setting TFSA and RRIF Withdrawals Download Spreadsheet

TFSA and RRSP – Providing a Fixed Retirement Income Download Spreadsheet

TFSA and RRSP – Providing a Fixed Retirement Income Using 2015 Rates Download Spreadsheet

TFSA or RRSP – Impact of Reinvesting the Tax Refund Download Spreadsheet

TFSA or RRSP – Impact of Reinvesting the Tax Refund Using 2015 Rates Download Spreadsheet

Understanding Your Canadian Sources Of Retirement Income Download Spreadsheet

Using Price Targets to Compare Stocks Download Spreadsheet NEW July 2019

Using Yearly Rates to Compare Stock Prices and Dividends Download Spreadsheet

When to Take the CPP – Spreadsheets Download Spreadsheet

  To Uninstall or Remove – Find the file that was downloaded and move it to the Trash.

  Prices – There is no charge for these spreadsheets. If they are redistributed, keep the copyright notice and the link to the post on the spreadsheet. Any reference and/or link to this website would be appreciated.

Helping to manage your finances