Cascades is a retirement income planning calculator that creates a report demonstrating the value of planning advice by revealing the income tax savings of competing withdrawal strategies.
The Value of Advice
Retirement income planning is complex. Cascades eliminates this complexity and shows you the value of financial planning advice.
No Steep Learning Curve
Cascades is a cloud-based calculator, so it’s accessible anywhere with an internet connection. Simply log in to your account and complete our guided questionnaire to receive an instant report.
Fully Supported
Cascades is committed to helping Canadians and their financial advisors achieve their full potential. Our online resources help deepen practical financial planning knowledge, and our experienced team of advisors is always available to help.
Secure
Securing your data is important to us. Cascades maintains privacy and data integrity by only collecting the information it needs, and uses an industry standard TLS encryption protocol, so you can be confident that the information you submit is kept safe.
How the calculation process works
It all starts with a unique planning algorithm
Cascades retirement income planning calculator first focuses on creating a sustainable income. It uses the most recent actuarial tables to determine one’s average mortality, and then makes sure retirement income lasts beyond this age. Then it optimizes projected cash flows by comparing three competing withdrawal strategies to determine which accounts should be drawn down first and which are better left last. After that, it generates a list of key factors to take into consideration.
Cascades retirement income planning calculator first focuses on creating a sustainable income. It uses the most recent actuarial tables to determine one’s average mortality, and then makes sure retirement income lasts beyond this age. Then it optimizes projected cash flows by comparing three competing withdrawal strategies to determine which accounts should be drawn down first and which are better left last. After that, it generates a list of key factors to take into consideration.
Answer The Questions
Our fact find questionnaire is cross-platform, making it easy to access from any device. It is intuitive, asking only the questions that are relevant to the retirement income plan at hand.
Let Us Help
Cascades provides helpful suggestions as you work your way through our questionnaire, making it a great educational resource.
The Results
Cascades provides a summary of competing withdrawal strategies, a clear breakdown of retirement income, key planning considerations, and long term financial projections.
Pricing Options for Individuals, Advisors, and Enterprise
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