The Projected Sources of Income – Client / Spouse reports are designed as a client friendly summary of all sources of income required to meet your income needs.
The Projected Sources of Income Ledger area of the report focuses on all years pre-retirement and post-retirement.
Employment – Displays annual Income generated from Client Employment; both Pre-Retirement and Post-Retirement.
Pension Income – Displays annual income from Client Pension Plans and Bridge Benefits.
Other Income – Displays the annual income entered in the Client’s Other Retirement Income field on the data entry screens.
CPP – Displays the annual income the Client has received from CPP benefits.
OAS – Displays the annual payments the Client has received from OAS.
Corporate – Displays the income the client has received from Dividends; paid from the Corporate Investments & Securities account.
Source of Income – Displays the total of all sources of Income from all above columns.
Taxes – Displays the net annual taxes paid by the client. Calculated as Basic Tax Payable – Age Credit – Pension Credit + Age Credit clawback + OAS clawback.
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