You're Over-saving Your RRSP. Here's How To Fix It... скачать в хорошем качестве

You're Over-saving Your RRSP. Here's How To Fix It...

Interested in a custom retirement strategy? ➡️ https://willemswealthplanning.ca/star... Are you oversaving in your RRSP? Many high-earning Canadians risk big tax bills later by putting too much into tax-deferred accounts. In this video, we’ll cover why this happens, the risks of over-saving, and how a tax-diversified strategy could help reduce your retirement taxes. Steve Willems, CFP®, FEA, BA Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd. ======================= 💌 Sign up for our monthly(ish) LIFE + MONEY newsletter 💌 https://willemswealthplanning.ca/news... ⬇️ Take the FREE 4 Minute “How much do I need to retire?” Quiz ⬇️ https://xqq03md1qx0.typeform.com/to/D... ======================= 🎬 S E L E C T S C E N E S 🎬 0:00 - Intro 1:17 - Fast Recap of RRSP Basics 3:07 - The Three Big Risks with Big RRSPs 4:42 - How Tax Diversification Can Help 5:09 - Case Study Intro 6:14 - Base Case Analysis - Fill the RRSPs 8:00 - Does This Work? 9:54 - Alternative Case Analysis 12:12 - How Does This Compare? 13:44 - The Kick to the Groin 14:28 - One Last Twist ======================= Source Cited: 1 - https://www.woodgundy.cibc.com/en/ref... 2 - https://www.canada.ca/en/services/ben... ======================= The case study mentioned in this presentation is provided for illustrative purposes only and does not represent an actual client or an actual client’s experience, but rather is meant to provide an example of our process and methodology. The results portrayed is not representative of all of our clients’ experiences.