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In This Case Study1, RBC Helped the Couple:
- Think through what they want to do when they retire, both in the short-term and down the road
- Put together a strategy to achieve the goals and priorities that are important to them
- Get more from their income sources, including a Locked-in Retirement Account (LIRA),
TFSAs, the Canada Pension Plan (CPP)/Quebec Pension Plan (QPP) and more - Create a flexible retirement income plan that considers the next 30 years and beyond
Can this Couple Afford to Retire Early?
Check out the James and Mary Case Study to see the steps their RBC advisor took to help them arrive at a decision.
What to Check out Next
Estimate My RRIF Withdrawals
How Do I Know When to Take My CPP/QPP?
How to Create a Steady Income in Retirement
Let’s Start the Conversation
Legal Disclaimer1
Fictional case study, for illustrative purposes only.
Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.
The content of this publication is provided for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice for you, and should not be relied upon in that regard. All charts, illustrations, examples, case studies and other demonstrative content are general and have been provided in this publication for illustrative purposes only. The case studies included do not represent actual events or real individuals. While efforts are made to ensure the accuracy and completeness of the information at the time of publication, errors and omissions may occur. Readers should consult their own professional advisors when planning to implement a strategy. This will ensure that individual circumstances have been considered properly and that action is taken on the latest available information. Interest rates, market conditions, tax and legal rules and other investment factors are subject to change.
The content of this publication is provided for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice for you, and should not be relied upon in that regard. All charts, illustrations, examples, case studies and other demonstrative content are general and have been provided in this publication for illustrative purposes only. The case studies included do not represent actual events or real individuals. While efforts are made to ensure the accuracy and completeness of the information at the time of publication, errors and omissions may occur. Readers should consult their own professional advisors when planning to implement a strategy. This will ensure that individual circumstances have been considered properly and that action is taken on the latest available information. Interest rates, market conditions, tax and legal rules and other investment factors are subject to change.