How Your Entire Retirement Plan CHANGES at the $1.5 Million Mark

Reaching $1.5 million in savings is a huge achievement, but it introduces new financial challenges. Suddenly, your focus must shift from accumulation to preservation and tax efficiency to avoid pitfalls like the OAS clawback, which starts over $90,000. This video covers the critical changes in strategy, from managing withdrawals to protecting your government benefits and legacy.

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Chapters:
00:00 Why $1.5M Changes Retirement
00:21 Retirement Income from $1.5M
01:17 Focus Shifts in Retirement Planning
02:01 Tax Efficiency and Benefit Clawbacks
03:45 Capital Preservation Over Growth
04:38 Why $1.5M Is the Chosen Benchmark
05:54 Changing Relationship with Money

#RetirementPlanning #FinancialPlanning #Retirement

WHO ARE WE?
Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience.

DISCLAIMER
All views expressed in this (video or presentation) are provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. The statements expressed herein are not intended to provide tax, legal or financial advice, and under no circumstances should be construed as a solicitation to act as a securities broker or dealer in any jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation or general needs of any particular person, organization or institution. Please do not hesitate to contact us should you want to know more about the information contained in this (video or presentation) or have any related questions.

Canaccord Genuity Wealth Management is a division Of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund (CIPF) and The Canadian Investment Regulatory Organization (CIRO)