Its time for a change...
- Income splitting
- OAS clawback
- Graduated tax rates
- TFSA limits
When your clients retire, they'll want to ensure their accumulated funds give them the lifestyle they've worked and saved for. As their trusted financial advisor or broker, they’ll be looking to you to work out the most tax efficient way of drawing down funds from their investment portfolio.
Finding the optimum retirement funds drawdown for clients can be complex and time-consuming even for a financial professional. Calculating exactly the right balance of what to draw down and when from the various sources of income including Old Age Security, Canada Pension Plan, RRSPs, Pension Plans, Tax-Free Savings Accounts, Life Insurance and more can take considerable time, energy and resources.
Introducing Cascades, the wealth disbursement and retirement income draw-down calculation tool for financial advisors, brokers and investment professionals. An effective, easy to use solution that analyzes, assesses and reports on the most tax efficient way for your clients to draw down their retirement income.
- Cascades already knows all the latest tax information, codes, allowances and limits, so your calculations are always up to date.
- Cascades enables you to load all of your client’s financial data and quickly calculate the ideal drawdown method in minutes, not hours.
- Cascades even produces clear, easy to understand reports for your clients, so they can literally see at a glance how their income will be created now, and for years ahead.
All at your fingertips, whenever and wherever you need it.
Quick results when you need them most
Use Cascades anywhere with an internet connection and with Excel on your Windows desktop or laptop. Accurate results will be back on your computer within minutes, not hours, ready to become client-friendly reports at the click of a button.
Created by brokers for brokers
Cascades was created by brokers for brokers, so it’s accurate, reliable and dependable. Simply subscribe, and we'll do all the behind-the-scenes work, updating our system with the latest information. So, every time you use Cascades, it will be up to date with the correct tax codes, rates, limits, etc., for reliable, accurate calculations.
Want to give Cascades a try for free?
Take a FREE TRIAL now, or call us for more information on how Cascades can help you help clients now and into their retirement.
* requires Excel versions in Office 2010 for Windows or higher.
Cascades. A new framework for retirement income and estate planning
Why choose Cascades
Cascades is a highly sophisticated tax calculator, enabling you to quickly and accurately create a detailed financial retirement drawdown plan for clients.