RE: Think retirement income taxation

78% of retired Canadians are not confident about managing their taxes once retired.1 We can help.

RE: Think retirement income taxation

The shift from accumulating wealth for retirement, to withdrawing from retirement savings can be confusing and may also have tax implications. Our retirement tax experts can provide strategies to help make your clients’ retirement income more tax-efficient. 

Book an appointment with Carol, one of our retirement tax experts.

Help your clients have a more tax-efficient retirement

Top 10 retirement income tax strategies

Retirement income tax strategies to help advisors maximize their client’s income in retirement. 

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Learn how we can help you protect and grow your business by providing outcome-oriented solutions for every stage of your client’s unique retirement journey.

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Source

1 Polara strategic insights retirement research report. July 2021.