Advisor Case Study: How to Minimize Tax in Retirement - May 2025

Reducing tax is one of the key questions many clients ask of their advisors. In this webinar we go through some ways you can minimize taxes using Adviice in your client's retirement plan.

We explore optimizing tax credits, income splitting, ideal decumulation order and show you how to test all of these factors in using Adviice.

• 5:38 - Core Retirement Tax Credits
• 8:55 - Income Splitting
• 11:06 - Investment Income Taxation
• 18:46 - Case Study 1 - Retiring Couple with $0 in Lifetime Tax
• 37:38 - Case Study 2 - Optimizing for Lifetime Tax vs Estate