The Secret to Retirement Planning with Minimal Taxation

Financial planning and taxes in your retirement years does not have to be a scary thing for baby boomers and retirees. In fact, there are very simple ways to safeguard your retirement income from both volatility and taxation. In this video Rob discusses where IRA’s, 401k’s, and 529 Plans fit in the spectrum of taxation and financial planning.

A few of the key topics in this video that you will learn are:

Capital gains versus ordinary income tax
Tax-free versus tax-deferred
Where annuities fit in your retirement plan
How a private pension is a viable alternative investment.

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https://www.youtube.com/watch?v=p925UP6WxEE

How to create guaranteed retirement income through annuities

Creating sustainable retirement income is real challenge, and it's in times like these – where historically low interest rates have squeezed out potential returns for bonds and term deposits – that annuities can play a role.

In this video, Wealth Protection Specialist Andre Guillemette outlines how annuities can turn retirement savings into guaranteed income.

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