Worrying about your legacy and how it will affect your loved ones is only natural, and having an estate plan in place that both considers your individual goals and is designed to maintain family harmony is essential. Without the proper planning, you could leave your assets completely vulnerable to unintended consequences. By creating a strategic plan, you can set yourself up to leave a legacy that reflects your goals, beliefs and values.
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.
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 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.
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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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.
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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We offer hundreds of events every month across the United States and Canada. Click on the button below to find an event near you!
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 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.
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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Find an Event in Your Area.
We offer hundreds of events every month across the United States and Canada. Click on the button below to find an event near you!
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