Retirement Helper – Canada

Retirement Helper – Canada

Finance

Retirement Helper – Canada Seminars

Have you saved enough for retirement? You’ve worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. You might also want to learn more about which government benefits you’re entitled to – and when you can start receiving them. Our goal is to teach you how to plan and set yourself up for success in order to optimize your retirement income.

retirement canada

You’ll Learn About:

Government Benefits

We’ll discuss the different ways your Canada Pension Plan and Old Age Security can be claimed, how survivor benefits work, how to potentially increase and/or recapture your benefits and how registered, non-registered and TFSA income affect government benefits.


Retirement Income Optimization

We’ll help you understand and maximize your options, as well as discover new strategies that could help you protect yourself against hidden risks.

Tax Basics

You’ll learn about the basics of the Income Tax Act and tax levels.

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Social Security

Social Security

Finance

Social Security Seminars

Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection and some inflation protection. It may be the closest thing you receive to a traditional pension. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

social security

You’ll Learn About:

Filing Strategies

We’ll cover different strategies to get the most out of your benefits when you do decide to claim. This includes how the “do over” and “start, stop, restart” strategies work.


Enhancing your Benefits

We’ll discuss how married couples can help enhance their combined monthly and lifetime benefits, how to claim retroactive benefits as a lump sum, the effect of remarriage on survivor benefits for widowed and divorced spouses, five factors that could reduce the actual payments you receive and more.

Recent Updates

We’ll also go over The SECURE Act, the impact that it could have on your retirement savings and changes to Social Security filing strategies.

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Taxes in Retirement – Canada

Taxes in Retirement – Canada

Finance

Taxes in Retirement – Canada Seminars

You’ve worked hard for decades. On the verge of retirement, you may have questions about your savings and how to best protect them. You might also want to learn more about which government benefits you’re entitled to – and when you can start receiving them. Our goal is to teach you how to plan, tell you what you need to know about the tax system and provide strategies to help you set yourself up for success in order to optimize your retirement income.

taxes in retirement canada

You’ll Learn About:

Retirement Savings Plans

You’ll leave this course having learned the differences, benefits and nuances of corporate, private and public retirement savings plans.


Retirement Taxation

You’ll learn about “3 D’s” of tax planning and how to make it work precisely for you and your family. We’ll also cover how to minimize your taxes in retirement to make the most of your hard-earned retirement income.

Preserving Assets

We’ll discuss withdrawing your income and preserving your hard-earned assets. 

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College Planning

College Planning

Finance

College Planning Seminars

One financial goal that most parents share is a college education for their children. Yet with college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today. Starting now, rather than later, can help ensure that you are financially prepared when your child is ready for college.

Estate Planning

You’ll Learn About:

Financial Aid

We’ll cover navigating FAFSA and getting the maximum amount of financial aid from each school. Also, how the U.S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration.


Reducing Costs

You’ll learn about various strategies to lower your “out-of-pocket” costs while also increasing your college-related tax deductions and tax credits.

Saving

We’ll discuss multiple ways to save money and financially plan for your child’s college funding. 

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Retirement Planning

Retirement Planning

Finance

Retirement Planning Seminars

You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions. You will need to make decisions on the best methods to withdraw funds from your savings, investments and retirement plans. Fortunately, there are sound ways to help stretch your retirement income.

retirement

You’ll Learn About:

Retirement Income Streams

We’ll discuss how you can tap into your retirement accumulations and make the most of your income streams.


Personal Wealth Management

Learn how to invest for stability, income and growth potential. We’ll also share how to utilize financial vehicles that could last a lifetime.

Creating a Diverse Portfolio

We’ll address common threats to retiree portfolios and determine which investments could help build an income-producing portfolio.

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Taxes in Retirement

Taxes in Retirement

FINANCE

Taxes in Retirement Seminars

Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy? If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

taxes in retirement canada

You’ll Learn About:

Retirement Taxation

We will equip you with the most up-to-date and comprehensive information for navigating the retirement maze.

Efficiently Harvesting Income sources

This includes Social Security, 401(k), other sources or a combination of them all.

The Official New Tax Reform Rules

You’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over taxation — all with the goal of saving you money.

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We offer hundreds of events every month across the United States and Canada. Click on the button below to find an event near you!