Need to get your client thinking about stretching their retirement funds? Try this tip.
Need to get your client thinking about stretching their retirement funds? Try this tip.
Determine which clients have a few years to go before retirement, and look at their financial plans. If they plan on relying on RRIFs, consider moving equity holdings into dividend-paying funds five-to-six years before converting RRSPs to RRIFs.
If something looks off, double-check your slip
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