How To Avoid A Large Unexpected Tax Bill In Retirement (In Canada) скачать в хорошем качестве

How To Avoid A Large Unexpected Tax Bill In Retirement (In Canada)

Fee for service financial planning: https://www.parallelwealth.com/ffs In retirement, your income is going to be coming from more than one source which is an important distinction from your professional life. As a result, tax planning becomes more important so that you do not end up with an unexpected tax bill. In this video we'll go through the process of avoiding a large tax bill in retirement, focusing in on tax planning fundamentals, withholding tax, and the distinctions between different retirement income streams. ••••• If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services. ➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning ➡️Retirement Income Program™: https://www.parallelwealth.com/invest... ➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education Additional 3rd Party Links and Resources: 🔗️Retirement Income for Life: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN 🔗️Free Credit Report with Borrowell: https://bit.ly/borrowellPWFG 🔗️CPP Calculator: https://research-tools.pwlcapital.com... The above affiliate links are provided for your convenience. If you click on a link and end up purchasing a product or service, this channel may receive compensation for the referral. We have personally vetted each product and service we provide links to. TIMESTAMPS: 0:00 - Introduction 1:55 - Tax Planning Fundamentals 3:53 - Withholding Tax Explained 6:22 - Withholding Tax Rates 7:26 - Withholding Tax Example 8:44 - Strategies To Limit Tax Withheld 10:25 - Withholding Tax On RRIF Withdrawals 12:04 - Planning For Multiple Income Streams 13:39 - Multiple Income Streams Example 17:40 - Tips & Strategies 22:05 - Summary ••••• DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes. The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.