SERIOUS TAX SAVINGS
How you choose to fund your retirement can keep more of your money in your pocket and less in the government’s, allowing you to do more and worry less.
How do you make the best choices of how to fund your annual retirement cash flow requirements? By working with one of our Retirement Income Specialists. We can help you navigate your funding options with confidence, knowing that your retirement withdrawal strategy is structured for tax-efficiency and sustainability.
We’ll answer
important
questions like:
To minimize taxes, what account should I draw from, what amount and when?
How soon should I convert my RRSP savings to RRIF income?
When should I start to collect my Canada Pension Plan/Old Age Security?
What role could/should my real estate play in my retirement funding plan?
How do I ensure I’ve optimized my retirement income splitting opportunities?
Avoid expensive retirement tax traps and increase your cash flow
Most retirees try to reduce their tax burden on a sequential, year-by-year basis. The problem? This type of simplistic approach usually leads to extremely expensive tax traps later in life. We develop customized retirement funding plans that frequently lead to tax savings opportunities of $400K+ over the balance of your retirement.
What our clients say:
“
Our working years as corporate executives were plentiful – we made good money, saved lots of it, and enjoyed a rather lavish lifestyle. But, between the concerns we had about funding our lifestyle and our 10-year age disparity, planning for retirement was overwhelming. Retirement Navigator helped us build and compare various financial and lifestyle scenarios. Showing us the different year-by-year retirement funding choices helped us see the possibilities. It gave us the peace of mind we were looking for.
– Ken & Desiree Rodger
“
I found planning for my retirement was difficult. I needed a plan that outlined the outcomes I hoped to accomplish and a funding plan that revealed where the cash flow to fund these activities should be sourced. After working with Retirement Navigator, I absolutely believe that detailed goals and impeccable execution leads to success. Knowing with confidence that you’re going down a road that will take you to the destinations you’ve been dreaming about.
– Doug Bolger
Book your complimentary consultation
Schedule a call now
›
