To Download – Find the Post Title desired below and click on it to open the post. Then look for the Download button on the page and click on it to download the spreadsheet. (Prior to Nov 1, 2019, the download button was on this page, but too many users where downloading many spreadsheets at a time, so the button has been removed.)
Post Title – Click on the title to open the post.
Calculating TFSA and RRSP Totals at Retirement
Canadian Marginal Tax Rates – 2014
Canadian Marginal Tax Rates – 2016
Canadian Marginal Tax Rates – 2017
Canadian Marginal Tax Rates – 2018
Canadian Marginal Tax Rates – 2019 NEW March 2019
Comparing an Annuity to a RRIF or a LIF NEW September 2018
Determining the Elected Split-Pension Amount
Determining Yearly Rates for Stock Prices and Dividends
Easy to Use Budget Method and Spreadsheet NEW September 2018
Estimating Canadian Income Taxes
Estimating Capital Totals at Retirement
Estimating How Much You Need In Retirement MODIFIED March 2018
Estimating Savings Required for Retirement NEW October 2018
Impact of Enhanced CPP on Take-Home Pay NEW April 2019
Impact of Tax Credits on Average Tax Rate
Life Expectancy and Survival Probability
Managing Expenses and Cash Flow
Nortel Pension Settlement – Deferred Pension
Nortel Pension Settlement Options – Annuity vs LIF
RRIF Minimum Payout – 2015 Rates
RRIF Minimum Payout – 2015 versus Old Rates
Setting TFSA and RRIF Withdrawals
TFSA and RRSP – Providing a Fixed Retirement Income
TFSA and RRSP – Providing a Fixed Retirement Income Using 2015 Rates
TFSA or RRSP – Impact of Reinvesting the Tax Refund
TFSA or RRSP – Impact of Reinvesting the Tax Refund Using 2015 Rates
Understanding Your Canadian Sources Of Retirement Income
Using Price Targets to Compare Stocks NEW July 2019
Using Yearly Rates to Compare Stock Prices and Dividends
When to Take the CPP – Spreadsheets
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.