Tax Efficient Strategies in Retirement
Tuesday, November 19th, 2024
12:30 p.m. – 1:30 p.m. with Fidelity’s Michelle Munro.
Join Wealth by Tandia and Michelle Munro, Director, Tax and Retirement Research from Fidelity Investments Canada for an insightful presentation examining tax-efficient strategies for retirement, including an overview of how different types of investments and savings vehicles are taxed. Topics covered will include deciding whether to invest in a TFSA or an RRSP, an update on federal government policy and tax changes, pension income splitting, and considerations for deciding when to begin taking Canada Pension Plan payments. Mark your calendar and join us for this informative overview you won’t want to miss.