A New Way to Optimize Your Retirement Withdrawals скачать в хорошем качестве

A New Way to Optimize Your Retirement Withdrawals

The Home of K4 Online: https://www.k4financial.ca Provincial and Federal Tax Tables: https://k4financial.ca/info-library/ Check Out Chad's Channel:    / @chadwiebek4   There's a tonne of retirement experts on YouTube working toward the same goal- educating people that timing their retirement withdrawals is one of the MOST IMPORTANT processes in financial planning. Well K4 is aligning with the robots, as there is simply no fighting the rising tide. And man, they can be thorough. Here we try out a new software that optimizes planning for retirement by running a million billion scenarios to find your optimal drawdown strategy. This reveals a case study in which a (potentially famous) client has particular retirement income goals to meet and how the change of investment strategies can help meet those objectives. It demonstrates the importance of a tax-efficient withdrawal strategy and the timing of CPP and OAS. Because at K4, we embrace the future! ------- 00:00: Classic Kent Intro 01:13: Here Comes the Future 02:14: Don't Fight The Math 04:00: Case Study: Planning for Jennifer Aniston (Not the Celebrity) 06:13: Jennifer's Financial Profile and Goals 08:26: Optimizing Jen-Jens Retirement 10:07: Adjustments to Hit Our Targets 12:20: Bird's Eye of the Strategy 14:59: Tempering Your Risk vs. Your Timeline 16:14: All Hail Our Robot Overlords Contact us at info@k4financial.ca Visit our social media accounts:   / k4financial     / k4financial   https://www.tiktok.com/k4financial/ Our Website: https://www.k4financial.ca Don't forget to SUBSCRIBE to stay up-to-date with our latest videos! _________________________________________________________________ This presentation is just meant to provide information. The accuracy of its contents has been ensured using every available means. Certain statements made may contain forward-looking statements, which involve known and unknown risks, uncertainties, and other factors that could cause the Company's or the industry's actual results, performance, or achievements to differ materially from any projected future results, performance, or achievements. Returns are not certain, and performance in the past might not be replicated. The content on this channel is provided solely for informative and educational purposes and does not represent investment advice. The hosts are not liable for the viewers' financial decisions, and their content shouldn't be used as a foundation for investing transactions.