Header WS Financial Side of Retirement Planning

Financial side of retirement planning

WS Resources Financial side of retirement planning


The choices and decisions faced at retirement can sometimes seem overwhelming. However, when taken in carefully considered steps with your advisors, it can be an exciting and liberating time of transition.

Planning for retirement

For many, retirement is one of their most important goals, but planning how to get there can sometimes be overwhelming. Whether you are in your 20s, your 70s, or somewhere in between, answering a few questions may help you factor in the right information and begin your path to retirement planning.

View the one-pager Read the white paper

Converting a traditional IRA to a Roth IRA

Both traditional IRAs and Roth IRAs are powerful savings tools, and it is important to determine with your advisors whether your current IRAs best fit your retirement plan. If you have a traditional IRA and are thinking about converting it to a Roth IRA, certain considerations may help you determine if it is the best option for you.

View the one-pager Read the white paper

Equity incentive compensation

No matter where you are in your working life, it is important to understand how the various types of equity incentive compensation may fit into your overall wealth management and retirement plan. There are three main types of equity compensation—each with its own pros and cons relative to risk and return, taxes, vesting requirements and impact on your investment portfolio.

View the one-pager Read the white paper

Filing for social security

The answer to when to begin claiming Social Security benefits depends on each person’s individual circumstances. Your decision should be coordinated carefully with your overall retirement income plan so that you make the best decision for your personal situation. As you begin your analysis, certain factors may help you make this important decision.

View the one-pager Read the white paper

Additional resources

Please see additional resources on this topic, or contact a CIBC Private Wealth advisor for more information.