20 Minutes of Practical Canadian Retirement Advice

Описание: Learn more about our services at https://www.parallelwealth.com/planning
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In this video, I'll be answering a number of your questions about Canadian tax, retirement, and estate planning.

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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.

TIMESTAMPS:
0:00 - Can you delay a defined benefit plan?
1:15 - Withdrawal order with DB plan, RRSP, and TFSA
3:24 - Stress testing your retirement plan
5:44 - Building a plan when you don't know where you're retiring
7:07 - Permanent life insurance
10:00 - Covered calls in retirement
11:51 - Superannuations from working in Australia
13:15 - Use RRIF income to contribute to RRSP
14:35 - Gifting frequency
16:32 - Annuities vs cash wedge
17:58 - Decumulation when retiring early