retirement income planning

Creating a Holistic Retirement Income Plan: After Tax Income Sources

Last week, we introduced the three main considerations when creating a holistic retirement plan – lifestyle plan, after tax income sources and income tax and portfolio plan. In our last post, we focused on lifestyle plan – determining your goals and main priorities for retirement. Once this has been established, we calculate how much money you …

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Top-Up RRSP Loan

The Top-up RRSP loan strategy is where you borrow a modest amount that is completely paid off within a year, before next year’s RRSP contribution deadline.   Example: You are in a 40% tax bracket and you have $3,000 available to contribute into your RRSP by the deadline date of …

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