A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation? What do advisors need to know about CPP, OAS, TFSAs, RRIFs — and how they interact? And how can advisors create appropriate post-retirement portfolios while preserving income and security?
In this virtual roundtable hosted by Investment Executive and Advisor’s Edge that aired live on Tuesday, November 23 at 1:00 pm ET, tax experts and a portfolio manager weigh in on strategies and tips for tax-efficient decumulation and generating retirement income. Advisors will come away with a better sense of how to set up their clients’ financial plans for post-retirement success.
Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive
Anna Castro, Vice President & Director, Senior Portfolio Manager, Asset Allocation, TD Asset Management
Justin Ezekiel, Director, Tax and Estate Planning, Sun Life Global Investments
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management
John Yanchus, Tax and Estate Planning Consultant, Wealth Distribution, Canada Life
Watch Now and get FP Canada and IIROC CE credits (pending approval)*
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