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How to Minimize Tax in Retirement

Many folks do not consider it, but taxes usually end up being the single biggest expense in retirement. During this webinar, we will review a few strategies to reduce that burden and keep more of your hard-earned retirement funds in your pocket. Kevin and Clinton will also do a market update and our wealth and estate planning specialist, Adam Buss, will provide tips on how to minimize tax in retirement. This free webinar was streamed at 6:30 PM CDT on Thursday September 23, 2021. 0:00 Intro 3:58 Market Update 14:58 Retirement Income Basics 24:20 4 Tax Planning Strategies 27:24 Pension Splitting 31:04 CPP Sharing 33:20 Prescribed Annuity 35:00 Withdrawal Strategy 45:15 Strategies Impact on Taxation and Estate 50:35 Q&A Have a question or want to review your financial plan? Chat with us! Visit: https://www.beckerorr.com/chat-with-us

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