Should You Meltdown Your RRSP? - September 19th Case Study

In our monthly webinar we looked at the RRSP meltdown strategy. We looked at the fundamentals of the strategy and then explore three case studies: a 65 year-old couple with a DB pension, a 56/59 couple looking to retire early with 1.3 million mainly in registered assets and a 61 year-old single with $350,000 in financial assets.

• 02:20 - Fundamentals of the RRSP Meltdown Strategy
• 13:20 - Key Information the Platform Needs to Calculate the Strategy
• 17:00 - First Case Study: 65 Year-Old Couple with a Defined Benefit Pension
• 25:55 - Second Case Study: Early Retirement (56/59) with 1.3 Million in Financial Assets
• 48:35 - Third Case Study: 61 Year-Old Single with $350,000 in Financial Assets

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner