RetOptRetOptRetirement tax, worked out year by year Ontario · 2026 rules

A few quick questions

Can we plan this for you?

A minute of questions, so that if there's something we can't plan yet, you find out now and not after filling in the form.

Who is this plan for?

If you own a company, say so. A plan that leaves it out can't see its money, and that plan is wrong.

Where does your pay come from?
Do you own a holding company, or a company that no longer trades?
Where does your spouse's pay come from?
Does your spouse own a holding company, or a company that no longer trades?