How We Helped Save $1.4 Million in Taxes! скачать в хорошем качестве

How We Helped Save $1.4 Million in Taxes!

How We Helped Save $1.4 Million in Taxes! 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝗰𝗮𝗹𝗹 𝘄𝗶𝘁𝗵 𝗗𝗮𝘃𝗶𝗱 📅 https://meetings.hubspot.com/david-aaron 💸 How We Helped Save $1.4 Million in Taxes! | Real Retirement Strategies That Work In this video, we break down exactly how we helped a Canadian couple save over $1.4 million in taxes over their retirement. These aren’t gimmicks or one-size-fits-all tips — these are real, proven strategies we implement every day for clients nearing retirement. If you're between the ages of 55 and 75, have built up significant savings in RRSPs or non-registered investments, and want to reduce your future tax burden while protecting your estate, you’ll want to watch this to the end. 👉 *What we cover in this video:* 🔹 The RRSP Meltdown Strategy Instead of waiting until age 71 to draw down their RRSPs, we created a structured, tax-efficient plan to withdraw the funds earlier. This lowered their lifetime tax bill and avoided Old Age Security (OAS) clawbacks later on. 🔹 Delaying CPP to Age 70 Most Canadians take CPP too early and leave money on the table. By delaying CPP, we helped this couple increase their lifetime CPP benefit and reduce their taxable income in their early retirement years — when it mattered most. 🔹 Max-Funded TFSA Contributions Tax-Free Savings Accounts (TFSAs) are a gift — if you use them properly. We made sure they contributed the maximum every year, growing wealth in a completely tax-free environment, with no impact on income-tested benefits like OAS. 🔹 $150,000 per Year to Whole Life Insurance This wasn’t about death benefits — it was about long-term tax sheltering. By redirecting $150,000 annually from their non-registered portfolio into a participating whole life policy, they significantly reduced their taxable investment income. The result: more control over taxes, more estate value, and more peace of mind. ⚠️ Why this matters: Without a strategy, many Canadians end up overpaying taxes in retirement — often unknowingly. Large RRSPs, rising investment income, and a lack of planning can lead to: OAS clawbacks Excessive tax on RRIF withdrawals Higher taxes on estate assets Lost opportunity for tax-free growth 💡 The result of our strategy? Over the course of their retirement, our planning is projected to save this couple more than $1.4 million in taxes — money that now stays with them and their family. 📈 Want a custom plan like this? Book a call with our team at https://meetings.hubspot.com/david-aaron. We specialize in helping Canadians reduce taxes, invest smarter, and retire with confidence. 🔔 Subscribe for more retirement planning strategies tailored to Canadians: ✅ RRSP Meltdown Techniques ✅ TFSA Optimization ✅ Whole Life Insurance as a Tax Shelter ✅ CPP & OAS Timing Strategies ✅ Estate Planning Tips #RetirementPlanningCanada #TaxPlanning #RRSPMeltdown #WholeLifeInsurance #TFSA #CPP #OAS #CanadianFinance #RetireSmart #CanadaRetirementPlans 𝗪𝗵𝘆 𝗬𝗼𝘂 𝗦𝗵𝗼𝘂𝗹𝗱 𝗪𝗮𝘁𝗰𝗵: This video is not just for economists or financial experts; it’s for anyone concerned about their financial well-being in the coming years. If you're looking for ways to safeguard your investments, plan for retirement, or understand the economic indicators that could impact your future, this video is your go-to resource. By the end of this discussion, you’ll have a clearer understanding of the driving forces behind rising interest rates, market volatility, CPP / OAS, Retirement planning and the tools you'll need for protecting your assets and ensuring a secure financial future. Don't leave your financial future to chance. Equip yourself with the knowledge you need and consider getting professional advice to navigate these uncertain times. Subscribe for more insights and actionable tips. Disclaimer: This video is for informational purposes only and should not be considered as financial advice. If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to schedule your confidential meeting with me.  You can schedule your meeting here: https://meetings.hubspot.com/david-aaron ➤ 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄 to our Channel here: http://bit.ly/2lPUJjA​​​ ➤ 𝐇𝐨𝐰 𝐈 𝐡𝐞𝐥𝐩 𝐌𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐀𝐜𝐡𝐢𝐞𝐯𝐞 𝐓𝐡𝐞𝐢𝐫 𝐆𝐨𝐚𝐥𝐬:    • Welcome to Aaron Wealth Management  Protec...   ➤ Business Inquiries: ☎️ 1-866-623-8368 📥 [email protected] 🌐 https://aaronwealthmanagement.com/ 📅 https://meetings.hubspot.com/david-aaron ⚡ 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗗𝗮𝘃𝗶𝗱 𝗔𝗮𝗿𝗼𝗻 𝗼𝗻 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 Facebook:   / aaronwealthmanagement   LinkedIn:   / aaronwealthmanagement   Instagram:   / aaronwealthmanagement   Toronto Mississauga Oakville Burlington Brampton Woodbridge Vaughan Richmond Hill Newmarket Thornhill NorthYork GTA Etobicoke Markham Aurora King City Ontario Manitoba British Columbia Alberta New Brunswick #retirementplanning #taxsavings #cpp