Retirement Planning for Seniors in Alberta
Planning tools for the money side of retirement, written with people over 60 in mind — kept in the same Vault as your will.
What people over 60 should know
- In or near retirement, the question changes from how much to save to how long it lasts.
- The retirement projection shows your balance at retirement and the age your money lasts to.
- Compare a conservative, moderate and aggressive outlook side by side.
- Check your life, disability, home, auto and umbrella cover for gaps.
- How an old will stops counting in Alberta: You can revoke a will only by making a later will, making a valid written revocation using will formalities, destroying the will with the intention to revoke it, or having someone destroy it in your presence and at your direction with that intention. Revocation does not revive an earlier will; revival requires a new will or re-execution showing intent to revive. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23, 24, 37.
Frequently asked questions
Why does retirement planning matter for people over 60?
In or near retirement, the question changes from how much to save to how long it lasts.
How does an old will stop counting in Alberta?
You can revoke a will only by making a later will, making a valid written revocation using will formalities, destroying the will with the intention to revoke it, or having someone destroy it in your presence and at your direction with that intention. Revocation does not revive an earlier will; revival requires a new will or re-execution showing intent to revive. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23, 24, 37.
Is this financial advice?
No. The tools do arithmetic on the figures you enter. They are estimates for your own planning, not financial advice.
What do the retirement planning tools cost?
It is included in your Vault. Your will is free.
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