Concept Toolkit – Will the Money Last Gallery

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Concept Toolkit has a great selection of easy to use retirement projection calculators to help you answer the “Will my money last?” question from clients and prospects.

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  • Create personalized retirement projections in minutes using any of these calculators in Concept Toolkit.
  • Quickly show how much income an investment will provide at various rates of returns and time periods.
  • Show clients how much retirement capital they will need to generate an annual after-tax income amount with and without indexing.
  • Show clients how much retirement capital they will need to generate an annual after-tax income amount with and without indexing., using five different rates of return.
  • Create a retirement projection in 5 minutes using the Retirement Plan calculator. This page summarizes the plan for the client.
  • This table shows how the client's assets grow during the accumulation phase of the Retirement Plan.
  • This table shows how the client's assets are drawn down during the distribution phase of the Retirement Plan.
  • Show how a client's investments assets will grow over time.
  • Quickly calculate how long the money will last with this Systematic Withdrawal Table calculator.
  • Show the full life of an investment- the growth/accumulation period and the distribution withdrawal period.
  • Create an income withdrawal scenario using different income amounts.
  • See how long an investment portfolio will last using historical rates of return for stocks, bonds and cash.
  • See how long an investment portfolio will last using rates of return of your choice.
  • Show how a client's RRSP assets will grow over time.
  • Create quick and easy RRIF projections.
  • Show the full life of an RRSP - the growth/accumulation period and the distribution/RRIF withdrawal period.
  • Create quick and easy RRIF projections.

The print-out for each calculator and infographic can be customized with your client’s name, your name and your firm’s name.

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