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  

The Right Way to Draw Income in Retirement

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Professional Development

1.00

Compliance

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FP Canada

Product Knowledge

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Professional Responsibility

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Practice Management

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Financial Planning

1.00

MFDA (2021-2023)

Professional Development

1.00

Business Conduct - Ethics

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Business Conduct - Non-Ethics

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CIRO Cycle 10

Professional Development

1.00

Compliance

--

CSF

General Subject

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Courtage en épargne collective

--

Compliance

--

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

--

Business Conduct - Non-Ethics

--

Professional Development

1.00

Course Type:

Video

Passing Grade:

9/12 (75%)

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