Whether you are planning for retirement, retiring soon or retired now, this webpage is designed to help you make a successful transition into retirement. Packed with tips, practical exercises and checklists, our goal is to help you prepare for your future with confidence at whatever stage you are at.
Written on January 17, 2014 – 5:18 am | by Elaine Blades
I recently had the pleasure of participating in a national speaking tour – Living longer, living better – along with Patty Randall. The tour was hosted by HollisWealth to help celebrate its new identity.
Here’s the tax secret: Income layering of all your income sources in retirement can help you get a better after-tax result, and help you preserve your capital for the future, too.
A recent presentation we provided for our clients on Effectively Dismantling your Lifetimes Accumulation – November 30, 2013
The discussion was how to effectively maintain your Government entitlements, such as Old Age Security and the Age Amount, while laying incomes from all sources in order to maximize the money available to spend, while reducing the stress for return on your investments.
To everything there is a season, and for many, understanding the tax consequences of death on personal and family net worth is a crowning achievement that allows for a powerful wealth transition. This type of preparedness, unfortunately, is rare.