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RETIREMENT PLANNING


Retirement means different things to different people. To some it is the closing of one chapter and the opening of another. To others it may be a time of change and uncertainty. Either way, to have a successful retirement we have to plan and the sooner the better.

Registered Retirement Savings Plan (RRSP) - a savings tool registered with the Canada Revenue Agency - conrtibutions are tax deductible and the taxes are deferred until you withdrawal the money. - you delay the payment of tax until retirement, when your tax rate is lower

Registered Retirement Income Fund (RRIF) - a plan designed to provide a steady stream of income during retirement - required to withdrawal a minimum amount each year based on your age and the government regulations

Canadian Pension Plan (CPP) - monthly benefit paid to those who have contributed to the Canadian Pension Plan

Old Age Security (OAS) - monthly benefit available to most Canadians 65 years and older - certain requirements have to be met

Retirement is about more than just money ....

It's about the changes in your day-to-day life. You must plan to balance health, finances, leisure, home life and emotions. Retirement is a significant period of adjustment that should not be taken lightly.

Retirement Planning can be a challenge as there are a lot of questions, concerns and options. Don't let this overwhelm you. Arrange an appointment to discuss your specific situation.




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