Understanding Taxes as you Plan for Retirement
This session for those at or near retirement will focus on the range of topics that you should be aware of in your planning.
Topics to be covered include:
- Dividends and capital gains versus interest income
- Income splitting
- Charitable donations
- Common tax deductions
- Estate planning tax strategies
- What is more important, a big net worth or tax efficient income?
- Family trusts
- Tax efficient retirement income sources
- Insurance cash values
email@example.comUnderstanding Taxes as you Plan for Retirement