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The Proper way to set up a RRIF 3 месяца назад


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The Proper way to set up a RRIF

Are you approaching the milestone age of 71? Navigating the transition from an RRSP to an RRIF can be complex, especially when considering tax implications and family dynamics. Join us as we break down the crucial steps and decisions involved: Annuitant: Learn about the role of the account owner. Successor Annuitant: Understand how to ensure a seamless transition for your spouse or common-law partner. Beneficiary: Discover the implications of naming different beneficiaries. Income: Get insights into mandatory withdrawals and optimizing your income strategy. Watch now to make informed decisions and secure your financial future! 📊 #FinancialPlanning #EstatePlanning #RRSP #RRIF #Retirement #TaxPlanning #WealthManagement #InvestSmart #FinanceTips #RetirementPlanning

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