Featured Tool: Tax Efficient Retirement Income Calculator

The average retirement is 20 years. This powerful calculator will show you what those 20 years look like, financially speaking, after tax, for both you and your spouse, retiring at different times. Test it out with our FREE trial!

When will income sources start and stop for each of you? This calculator helps layer income over a period of years to determine what tax brackets you and your spouse will be in, how income sources affect net and taxable income and what is left, after tax, if anything. It also identifies return of capital required over the period to meet needs and wants, or, if there is plenty of money, the redundant amounts that can be reinvested on a safe, tax efficient basis.

A client-centric approach to planning for tax-efficient income and capital to accumulate, grow, preserve and transition sustainable wealth; and live a worry-free life in retirement. Knowledge Bureau presents an entire suite of calculators to assist you and your clients to make the best decisions for your time and money.

Our calculators are now available to you on a subscription basis starting at only $19.95 per month for a single calculator or $99.95 per month for the complete toolkit.

“When I first used the Knowledge Bureau Calculators, I was so impressed. They did a much better job than my long form plus it was very clear and cut the time to calculate incomes and taxes to almost nothing. These calculators are great. I give them an A+!”
- Marc O., ON