The Right Way to Draw Income in Retirement
By Advisor.ca and Investment Executive
Rates on guaranteed income products have risen to levels not seen in years. How should the current investing environment affect how retirees decumulate their nest eggs, particularly as they begin drawing down their RRIFs? How can they do this tax efficiently, especially when considering government benefits? For business owners, how can pre-retirement withdrawals from a corporation improve retirement income?
This virtual roundtable, presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.
Sponsored by Manulife, Skyline, Sun Life, and TD Asset Management
Accreditation Details
Accreditation body
Competency
Credits
FP Canada
Product Knowledge
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Professional Responsibility
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Practice Management
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Financial Planning
1.00
CIRO Cycle 10
Professional Development
1.00
Compliance
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CSF
General Subject
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Courtage en épargne collective
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Compliance
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Assurance de personnes
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Group Insurance of Persons
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Group Savings Plan Brokerage
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Insurance of persons
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Matières générales
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Mutual Funds
1.00
MFDA (2023-2025)
Business Conduct - Ethics
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Business Conduct - Non-Ethics
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Professional Development
1.00
