Kicking of 2024 with 3 Planning Strategies for Retirees скачать в хорошем качестве

Kicking of 2024 with 3 Planning Strategies for Retirees

The turning of the calendar marks a good time to plan for a successful and fulfilling year. For many people this can include goal setting or resolutions that focus on our personal well-being, our relationships, and areas in our life that bring us fulfillment. The beginning of the year is also a good time to dust off our retirement plan and take some proactive steps to make sure that we are setting ourselves up for success for the rest of the year. In this video, I am going to walk through 3 planning steps to help retirees get their financial year off to a good start. https://www.taxtips.ca/rrsp/rrif-mini... 📅 Book an Introductory Call with Mark https://outlook.office365.com/owa/cal... 🗞️😄 RETIREMENT ROUNDUP🗞️😄 To get a weekly video newsletter with retirement news, planning insights, and investment lessons, consider subscribing to "Retirement Roundup" below: https://mailchi.mp/walhoutfinancial/r... 📓📋 Retirement Spending Planner https://mailchi.mp/walhoutfinancial/s... TIMELINE: 0:00 - Intro 0:50 - New TFSA Room 3:45 - RRIF Minimum Planning 7:40 - Getting Ready for Tax Season 11:20 - BONUS Tax Tips 14:09 - Closing