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Advanced RRSP/RRIF Tax Optimization and Estate Planning Strategies
  • This presentation reviews the Registered Retirement Savings Plan (RRSP) fundamentals and important tax optimization strategies to consider as you save for retirement. Join in person or on Zoom. Register on Eventbrite.

    Presented by Paul Peios, CFP®, CIM®, DFSA™, CEA®, CERTIFIED FINANCIAL PLANNER®, IG WEALTH MANAGEMENT.

    Registered Retirement Savings Plans (RRSPs) are the backbone of a retirement savings strategy for most Canadians. Investors should be aware of important tax and estate considerations while building a retirement nest egg.

    We'll discuss beneficiary designations, tax minimization strategies, tax-deferred rollover strategies, income splitting with your spouse during retirement, and other important considerations.

    The information presented is most relevant to adults (1) saving for or nearing retirement and (2) living in retirement. Join us to learn more.

 

Schedule

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