CHECKOUT
Individual
Retirement Plan
A Retirement & Estate plan for Individuals including Real Estate Investments
Individual Retirement Plans Includes:
- A clear plan to maximize cashflow while minimizing taxes.
- Detailed income & expenses including Rental Income properties.
- RRSP Meltdown to not leave cash behind for CRA.
- Optimal age to begin CPP & OAS.
- Tax strategies to lower your tax during retirement and for your estate.
- Estate planning to lower your tax at death.
- Defined Benefit Pension planning.
- Phased Retirement income - GoGo, SlowGo, NoGo years.
- 1 Year of post-delivery support ensuring we're right there with you as you implement your plan.