Tax Efficiency Strategies for Retirement - Free Educational Workshop

During this 90-minute educational workshop, we will cover:

CPP Timing Strategy

• Age 60 vs 65 vs 70 breakeven considerations
• How timing impacts lifetime income

Old Age Security (OAS) Clawback
• When clawback begins
• Strategies to manage taxable income levels

Pension Income Splitting
• When it applies
• How it may lower household tax burden

RRSP & RRIF Withdrawal Sequencing
• The “RRSP meltdown” concept
• Avoiding large tax exposure later in retirement

TFSA & Capital Gains Planning
• Shelter strategies
• Tax deferral considerations

Estate Tax Exposure
• Understanding potential tax on your estate
• Strategies that may reduce final tax burden

All attendees will also have the option to receive a complimentary Retirement Income Tax Analysis.

This workshop is ideal for individuals and couples who:

• Are age 55+
• Are within 5–10 years of retirement or already retired
• Have accumulated registered and non-registered assets
• Want to better understand tax efficiency in retirement
• Are concerned about preserving wealth for the next generation

This is a strictly educational event. No financial products will be sold.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Insight Education Network