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6 Steps to Retirement Success

August 3, 2020/in Blog, Business Owners, Family, Investment, Retirees, rrsp, Tax Free Savings Account/by Financial Tech Tools

 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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Alta Vista Planning Partners Inc.

Tel: 705-327-0313
Email: info@altavistaplanning.com

359 West St. N 2nd Floor
Orillia, ON
L3V 5E5

Latest News

  • 2025 Ontario Tax RatesMay 2, 2025 - 3:11 pm
  • Tax Tips for Filing Your 2024 Income Tax ReturnMarch 31, 2025 - 4:40 am
  • Bank of Canada Announces Interest Rate Cut Amid Economic UncertaintyMarch 12, 2025 - 12:04 pm

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