Every Couple Retiring Before 65 Needs To Watch This

Описание: Learn more about our services at https://www.parallelwealth.com/planning

If you're a couple retiring before 65, then you need to plan a bit different for retirement. In this video, I'll explain what you need to do to set yourself up to pay less tax and maximize your retirement savings.

If you have any questions about this video's topic or retirement planning in general, visit https://www.parallelwealth.com/ or use the links below to learn more about our services:

➡️Fee For Service Retirement Planning: https://www.parallelwealth.com/planning
➡️Retirement Income Program™: https://www.parallelwealth.com/invest...
➡️Parallel Wealth Masterclass: https://www.parallelwealth.com/education

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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 - Intro
0:48 - Unequal assets retiring before 65
2:20 - Scenario 1 - No Spousal RRSP
4:10 - Scenario 2 - Spousal RRSP
5:47 - Spousal Attribution Rules