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RRSP Meltdown Part 2: Adjusting a Retirement Plan

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K4 Financial

Earlier this week we showed how we might balance an RRSP meltdown to avoid unneeded taxes and minimize the required cashin. But as with most anything in Financial Planning, the uniqueness of everyone's situation must be the driving factor in decisions. There is no onesizefitsall plan.

As such, we wanted to break down a real plan and demonstrate the adjustments made to make the savings much more profitable while decreasing risk over the next 5 years heading into retirement.

Kent breaks down how here.

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0:001:00 Intro
1:001:35 Scenario
1:353:15 Existing Plan
3:157:19 Kent's Plan
7:198:00 Final Advice and Outro
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The content on this channel is provided solely for informative and educational purposes and does not represent investment advice.
The hosts are not liable for the viewers' financial decisions, and their content shouldn't be used as a foundation for investing transactions.

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