Retirement

You are about to retire after a long and prosperous career. You are looking forward to your new lifestyle but are uncertain as to your financial security.

Earlier retirement planning, with Transitions Wealth Strategies as your guide, will simplify this major step in life and will allow you to proceed confident that your desired lifestyle and financial security will be maintained.

There are many strategic changes that need to be looked after as you near retirement. Issues to be accommodated include...

• Where should I pull my retirement income from first?
• Should I apply for CPP earlier than age 65? (PDF1)
• Tax minimization strategies
• Tax Strategies - Lump Sum Severances
• Tax Treatment – Retirement Allowances
• Planning for Tax Credits
• What about my Health Benefits?
• Do I still need life or disability insurance? (PDF2)
• Cash Flow planning; debt management

At Transitions Wealth Strategies, we will act as your guide and mentor at the time of this life changing event. With prior retirement planning, wealth strategies will already be in place that will fall into place and enhance the exciting new phase in your life that lies ahead.

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