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How to Transfer an RRSP to a TFSA without Tax Consequences

RRSP

TFSA

Tax Free Retirement

Wealth Management

Financial Planning

Certfified Financial Planner

Tax Planning

Investment Management

Retirement Planning

Retirement Income Planning

RRIF

Автор: Precedence Private Wealth

Загружено: 4 нояб. 2017 г.

Просмотров: 574 538 просмотров

Описание:

**𝐕𝐢𝐞𝐰 𝐭𝐡𝐞 𝐔𝐩𝐝𝐚𝐭𝐞𝐝 𝐕𝐢𝐝𝐞𝐨 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐨𝐧 𝐨𝐮𝐫 𝐘𝐨𝐮𝐭𝐮𝐛𝐞 𝐂𝐡𝐚𝐧𝐧𝐞𝐥**

𝐖𝐡𝐚𝐭 𝐒𝐞𝐭𝐬 𝐎𝐮𝐫 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐀𝐩𝐚𝐫𝐭 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝟐𝟎𝟐𝟒
Managing RRSPs effectively is key to reducing your tax burden and maximizing government benefits. Unfortunately, many Canadians miss out on these opportunities because they’re unaware of strategies like the RRSP Meltdown Strategy.

𝐇𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐰𝐞 𝐬𝐭𝐚𝐧𝐝 𝐨𝐮𝐭:

𝐏𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐀𝐮𝐝𝐢𝐭 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧: We keep meticulous records to ensure every transaction is audit-ready, saving you time, stress, and unnecessary complications.

𝐏𝐫𝐨𝐯𝐞𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬: From RRSP meltdown techniques to tax-deductible mortgage strategies, our approaches are rigorously tested, fully compliant, and have a strong track record of success.

𝐂𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐕𝐢𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲: We provide clear insights and control over your financial situation, empowering you to stay informed and confident in your decisions.

𝐓𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬: Our strategies are designed to align with your unique goals, whether it’s minimizing taxes, building wealth, or securing government benefits.

𝐑𝐞𝐚𝐜𝐡 𝐎𝐮𝐭 𝐭𝐨 𝐔𝐬
If you’d like to explore how these strategies could benefit your financial situation, the best way to get in touch is via email at 𝐢𝐧𝐟𝐨@𝐩𝐫𝐞𝐜𝐞𝐝𝐞𝐧𝐜𝐞𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨𝐦. This ensures we can send you detailed information along with a direct link to Todd McLay’s calendar, allowing you to select a time that works best for you.

𝐏𝐥𝐞𝐚𝐬𝐞 𝐧𝐨𝐭𝐞 𝐭𝐡𝐚𝐭 𝐓𝐨𝐝𝐝’𝐬 𝐬𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐢𝐬 𝐛𝐨𝐨𝐤𝐞𝐝 𝐛𝐚𝐜𝐤-𝐭𝐨-𝐛𝐚𝐜𝐤 𝐝𝐮𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐝𝐚𝐲, 𝐬𝐨 𝐜𝐚𝐥𝐥𝐢𝐧𝐠 𝐢𝐬𝐧’𝐭 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭 𝐞𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐰𝐚𝐲 𝐭𝐨 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐢𝐧𝐢𝐭𝐢𝐚𝐥𝐥𝐲. 𝐄𝐦𝐚𝐢𝐥𝐢𝐧𝐠 𝐮𝐬 𝐡𝐞𝐥𝐩𝐬 𝐞𝐧𝐬𝐮𝐫𝐞 𝐲𝐨𝐮 𝐠𝐞𝐭 𝐭𝐡𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐝𝐞𝐥𝐚𝐲. 𝐢𝐧𝐟𝐨@𝐩𝐫𝐞𝐜𝐞𝐝𝐞𝐧𝐜𝐞𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨𝐦

We’re here to help you take control of your financial future!

YOUR BRIDGE TO A TAX-FREE RETIREMENT....Most Canadians are unaware that there are strategies that exist that can transfer assets from taxable RRSPs and Pension over to Tax-Free Savings Accounts.

The end result is TAX-FREE RETIREMENT INCOME!!!

In this video, we show you EXACTLY how we do this for our clients.

The client example discussed provides the following financial benefits:

1. Transfers a $500K RRSP over to a Tax-Free Savings Account in just under 11 years!!!

2. Saves over $500K+ in future income tax during retirement

3. Converts your investments into a structure so that you are eligible to deduct investment management fees to further enhance your net retirement income.

4. Create a potential "Tax-Free" transfer of your assets to your beneficiaries that otherwise would face enormous tax consequences upon death.

After you watch this video, PLEASE, PLEASE, PLEASE share with us your thoughts below or reach out to us at www.precedencewealth.com

Ask Questions....

Leave Comments....

Give us your feedback....

We want to share this message with absolutely every single Canadian so they too can take advantage of these amazing benefits and enjoy a much better retirement lifestyle.

Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and interest as required by the loan terms remains the same, even if the value of the securities purchased declines. Leveraged investing and other high-risk strategies should only be considered in conjunction with proper investment, tax & legal planning advice. Always talk to a professional before investing

We sincerely thank you for your time, attention and consideration.

𝑻𝒉𝒂𝒏𝒌 𝒚𝒐𝒖 𝒇𝒐𝒓 𝒘𝒂𝒕𝒄𝒉𝒊𝒏𝒈 𝒕𝒉𝒊𝒔 𝒗𝒊𝒅𝒆𝒐. 𝑩𝒆 𝒔𝒖𝒓𝒆 𝒕𝒐 𝒔𝒖𝒃𝒔𝒄𝒓𝒊𝒃𝒆 𝒕𝒐 𝒌𝒆𝒆𝒑 𝒖𝒑 𝒘𝒊𝒕𝒉 𝒐𝒖𝒓 𝒅𝒂𝒊𝒍𝒚 𝒗𝒊𝒅𝒆𝒐𝒔 𝒃𝒆𝒍𝒐𝒘:

𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄 𝐇𝐄𝐑𝐄:
►►►    / @precedenceprivatewealth2872  

Learn More about 𝙋𝙧𝙚𝙘𝙚𝙙𝙚𝙣𝙘𝙚 𝙋𝙧𝙞𝙫𝙖𝙩𝙚 𝙒𝙚𝙖𝙡𝙩𝙝 by visiting here:

𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://www.precedencewealth.com/
𝗙𝗮𝗰𝗲𝗯𝗼𝗼𝗸:   / precedencewealth  
𝗧𝘄𝗶𝘁𝘁𝗲𝗿:   / precedencepw  
𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻:   / feed  
𝗜𝗻𝘀𝘁𝗮𝗴𝗿𝗮𝗺:   / precedencewealth  

How to Transfer an RRSP to a TFSA without Tax Consequences

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