How to Minimize Tax in Retirement

Many folks do not consider it, but taxes usually end up being the single biggest expense in retirement. During this webinar, we will review a few strategies to reduce that burden and keep more of your hard-earned retirement funds in your pocket.

Kevin and Clinton will also do a market update and our wealth and estate planning specialist, Adam Buss, will provide tips on how to minimize tax in retirement. This free webinar was streamed at 6:30 PM CDT on Thursday September 23, 2021.

0:00 Intro
3:58 Market Update
14:58 Retirement Income Basics
24:20 4 Tax Planning Strategies
27:24 Pension Splitting
31:04 CPP Sharing
33:20 Prescribed Annuity
35:00 Withdrawal Strategy
45:15 Strategies Impact on Taxation and Estate
50:35 Q&A

Have a question or want to review your financial plan? Chat with us! Visit:
https://www.beckerorr.com/chat-with-us