Withdrawal Order Mistakes that Cost Canadians $10,000+ in Retirement скачать в хорошем качестве

Withdrawal Order Mistakes that Cost Canadians $10,000+ in Retirement

Which account should you draw from first in retirement? RRIF? TFSA? Corporate? The answer could save you thousands in taxes and make your retirement dollars stretch further. In this video, we unpack why the order you withdraw from your accounts isn’t just a detail—it’s a critical strategy that impacts your tax bill, government benefits, and long-term financial sustainability. We’ll walk through common mistakes, smart sequencing strategies, and how to make each account—RRIF, LIF, TFSA, open, corporate—work in harmony. _________________________ ⬇️Book a call to discuss your Personalized Retirement Strategy: https://www.fergusonfinancialplanning... 📩Sign up to get insights right to your inbox: https://www.fergusonfinancialplanning... _________________________ 🎬Chapters 0:00 – Intro 1:52 – Why Account Order Matters 3:29 – RRIF & LIF: What You Need to Know 5:32 – TFSA & Open Accounts: The Quiet Power Players 7:21 – Corporate Accounts: When and How to Draw 9:26 – Coordinating Year by Year 11:10 – Recap _________________________ Jacqueline Ozdemir is a Financial Advisor at Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc.