Welcome to the Steadyhand Coffee Break, a condensed version of our popular Café series. In this episode, we're joined by Owen Winkelmolen, an advice-only financial planner. Today, Owen shares key insights on maximizing retirement income tax efficiently.
In this video, Owens reveals strategies to generate $50-75k annual retirement income tax-free. Learn how basic exemptions, age amount credits, and pension income credits play pivotal roles. Plus, Owen shares insights on TFSA withdrawals for added tax-free income.
Owen is a Certified Financial Planner and founder of PlanEasy. He only provides financial planning services for Canadians which limits the conflicts that can arise from also selling investment funds or insurance.
Owen's website: www.planeasy.ca/
Advice-Only Planner (AOP) Directory: www.steadyhand.com/education/...
Owen's FHSA Video (Should Retirees Consider the FHSA?): • Should Retirees Consid...
GIS Video (How To Get $14,000 More In Retirement Benefits): • Guaranteed Income Supp...
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🔹 Video Chapters 🔹
0:00 Introduction
2:28 Understanding Tax Credits
4:48 Basic Exemption Personal Amount
6:30 Age Amount Tax Credit (Over 65)
9:12 Pension Income Tax Credit
11:00 How to generate up to $75,000 in tax-free retirement income
15:00 Other considerations for retirees
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#steadyhand #retirementplanning #taxefficiency #financialfreedom
7 июн 2024
