It is becoming more challenging for retiring Canadians to coordinate their income sources. Income may start at different times, be taxed differently, have different levels of guarantees and flexibility. The industry’s use of acronyms and jargon only adds to the confusion. You can see this complexity particularly around people’s pensions, which may represent a significant portion of their retirement.
As we head into fixed income season, join Peter Wouters as he discusses everything to do Locked-in Retirement Accounts. He will include a planning opportunity and also point out the mismatch of certain products, accounts and retirement plan structures.
Watch the replay on demand when it is convenient for you and complete the webinar quiz to earn CE Credits.