JH
Jahid Hassan, CFA, CFP
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Jahid Hassan, CFA, CFP

Comprehensive Wealth & Retirement Planning | Calgary, AB • jahid.ca

Retirement Projection Report
Retirement Horizon
Capital at Retirement
Capital at Age End
Plan Status
Fully Funded
Interactive Wealth Planning Tool

Retirement Projection

Analyze your income needs, investments, and government pensions to see if your capital will last through retirement.

2026 Model
1. Income Need
2. Retirement Investments
Rate of Return on Investments
3. Retirement Income & Pensions
Canada Pension Plan (CPP) ? The maximum annual CPP retirement benefit is $18,092 as of 2026.
Old Age Security (OAS) ? The maximum annual OAS benefit is $8,908 as of 2026.
Company Pensions ? Enter defined benefit or employer pensions you expect to receive.
Description Amount Indexed Start Age End Age
Other Income ? Enter recurring cash flows like rental income, consulting, or business income.
Description Amount Indexed Start Age End Age
Other Cash Flows ? Enter lump-sum or multi-year inflows (inheritances, downsize) or outflows (large vacations, renovations).
Description Type Amount Indexed Start End
4. Results & Scenario Testing

Adjust Your Plan

Retirement Age 65
% Income Needed 75.00%
Annual Investment $5,000
Return (Pre-Retire) 6.00%
Return (Post-Retire) 4.00%
You will have enough at Retirement
Calculation summary
Value of Retirement Investments
$0
At Age 65
$0
At Age 90
5. Year-by-Year Projection Table
Age Income Need CPP/OAS Pension Other Inv't Wdwl Balance Shortage
Assumptions & Methodology Annual investments are compounded at the pre-retirement return rate and contributed at year-end. During retirement, funds are withdrawn to meet any deficit between living needs and pension cash flows. Projections are computed in pre-tax constant dollars.

Disclaimer This projection report is for educational and strategic financial planning purposes only. It does not constitute formal tax, legal, or investment advice. Actuarial assumptions are based on current Canadian federal legislation. Consult with a CFP professional before implementing major retirement decumulation decisions.