SERIOUS TAX SAVINGS
When it matters most.
Don’t miss out on the opportunity to keep hundreds of thousands of dollars in your pocket, instead of giving it to the tax man.
Most Canadians – and more troubling, most financial advisors – lack the knowledge and tools to make the best, tax-efficient choices about where and when to source required cash flow during retirement. This is unfortunate because significant amounts of incremental cash flow – often hundreds of thousands of dollars – can be uncovered by following a well-crafted, strategically designed retirement income plan. This ‘found money’, unlocked through tax-smart funding, gives you the freedom to do more in retirement, worry less and potentially retire years sooner.
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, tax-smart retirement funding plans for our clients that frequently lead to incremental cash flows of $400K+ over the balance of their 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
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