6 Steps to Retirement Success – Accuracy Plus Tax and Services
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6 Steps to Retirement Success

August 30, 2019/in Blog, Business Owners, Family, Investment, Retirees, rrsp, Tax Free Savings Account /by Russell Stewart

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.

  • Have a written plan which merges life priorities with financial resources.

  • Consolidate your income-producing assets with one advisor.

  • Layer different sources of income in the most efficient manner.

  • Structure income in order to preserve valuable tax credits and government benefits.

  • Create efficient cash flow by investing your income-producing assets wisely.

  • Implement efficient solutions for health-cost risks and wealth transfer strategies.

Talk to us about a complimentary comprehensive review of your retirement plan.

 

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Latest News

  • Succession Planning for Business OwnersSeptember 30, 2021 - 6:18 am
  • Life Insurance after 60- is it necessary?September 1, 2021 - 6:00 am
  • Easy Exit: Business Succession in a NutshellAugust 1, 2021 - 6:27 am
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