Your Post-Work Checklist
Helping you Make the Most of Your Retirement
By Susan Gottlieb
If you are getting close to retirement, or have just recently retired, there are many
financial details that you need to address, such as applying for government benefits and
converting your registered plans to provide you with pension income. To help you
address many of these important issues, RBC has created a 16-page Retirement
Checklist.
The checklist includes a comprehensive listing of many of the financial issues people
like you, who are approaching retirement or have already retired, typically face.
Depending on your individual situation, some of the items on the list may not be
applicable to you, or you may have already addressed them.
The 6 checklists cover the following topics:
Government Benefits
Employer Pension and Benefits
RRSPs, RRIFs, Locked-In Accounts and TFSAs
Non-registered assets
Estate Planning
Other considerations
This checklist may serve as a handy tool to make sure you have considered important
strategies for maximizing your retirement income. The checklist also provides a number
of items for you to consider when estate planning.
Although too large to include in the pages of Tonic, we would be happy to e-mail you a
copy of the checklist, upon request.
Susan Gottlieb is Vice President and Wealth Advisor with RBC DominionSecurities Inc. This article is for information purposes only. Please consult with a professional advisor before taking any action based on information in this article. susangottlieb@rbc.com, www.susangottlieb.com
