Managing RRIFs
Unfortunately the Financial industry has not focused on what retirees need to know about managing RRIFs. This course shares facts and stimulates necessary discussion.
Living long enough to have a RRIF is a success! Dealing with the impact of a RRIF on your financial plan is another matter.
• Without careful planning, a RRIF can blow a serious hole in one’s retirement income.
• In this course, we will look at different ways of planning for the impact of a RRIF, making sure that the withdrawals can be done without giving up return on assets and without paying unnecessary fees.
• At the end of the course you should understand the best approach for you to manage the conversion of an RRSP to a RRIF and how to manage the annual withdrawals.
* In-class course materials will be provided.
Moderator: Pat Simke, (See biography)
Maximum Number: 35
Date and Times: Tuesday December 9, 2014 from 10:00 am to 4:00 pm (2 1/2 hour lunch break)
Location: TBD, in Bloor/Yonge area
Cost: $12.00, including HST - No Membership Fee required
Unfortunately the Financial industry has not focused on what retirees need to know about managing RRIFs. This course shares facts and stimulates necessary discussion.
Living long enough to have a RRIF is a success! Dealing with the impact of a RRIF on your financial plan is another matter.
• Without careful planning, a RRIF can blow a serious hole in one’s retirement income.
• In this course, we will look at different ways of planning for the impact of a RRIF, making sure that the withdrawals can be done without giving up return on assets and without paying unnecessary fees.
• At the end of the course you should understand the best approach for you to manage the conversion of an RRSP to a RRIF and how to manage the annual withdrawals.
* In-class course materials will be provided.
Moderator: Pat Simke, (See biography)
Maximum Number: 35
Date and Times: Tuesday December 9, 2014 from 10:00 am to 4:00 pm (2 1/2 hour lunch break)
Location: TBD, in Bloor/Yonge area
Cost: $12.00, including HST - No Membership Fee required