10.6 Action plan

In this section:

Use this checklist to see how prepared you are for retirement. If there are tasks you have not done, set a date by which you will have completed it.

Task	Deadline for doing it	Where to find more information
I know at what age I plan to retire.	Deadline	Your retirement age
I know what I plan to do with my time after retirement.	Deadline	Your retirement lifestyle
I have estimated what my Canada Pension Plan/Québec Pension Plan (CPP/QPP) income will be.	Deadline	Public income programs
I have estimated what my Old Age Security (OAS) income will be.	Deadline	Public income programs
I know what my employer pension plan income will be.	Deadline	Employer pension plans
I have investigated any provincial or territorial benefits I may be eligible for.	Deadline	Provincial and territorial benefit programs
I have estimated my monthly retirement needs.	Deadline	Determine your retirement needs
I have planned what I will do with my Registered Retirement Savings Plans (RRSPs) when I cash them in.	Deadline	Registered savings plans
I have estimated my retirement income from all sources.	Deadline	Calculate retirement income
My retirement savings portfolio is diversified.	Deadline	Savings for retirement
I have determined whether or not I need a financial planner, and have investigated individuals and companies I could use.	Deadline	Professional advice for retirement planning

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