Retirement Finances in Canada

The Canadian Revenue Agency provides a simplified version of TELEFILE for some seniors to file their Canadian income tax return by phone.

Canadian income tax information for seniors, including how to handle pension income, paying by instalments and how to handle a death. From the Canada Revenue Agency.

Explanation of T4A tax slips for pension, retirement, annuity and other income which are issued to taxpayers to use when completing their Canadian income tax returns.

T4RSP tax slips reporting how much money you withdrew from your RRSPs and how much tax was deducted in a given year are issued by financial institutions for taxpayers to use when completing their Canadian income tax returns.

Financial institutions also issue T4RIF tax slips to tell Canadian taxpayers how much Registered Retirement Income Fund (RRIF) income they received during a given tax year and how much income tax was deducted.

This calculator estimates the ongoing income you may receive throughout your retirement to help you plan. It takes about 30 minutes to use. From Service Canada.

An introduction to wills, trusts and estates in Canada. From Duhaime.org.

Tax considerations for Canadians who plan to spend time in the United States or elsewhere. From the Canada Revenue Agency.

Practical considerations in retiring outside Canada, including taxation and real estate issues. From Canada's Foreign Affairs Department.