Advisor Case Study: How to Minimize Tax in Retirement - April 2026

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 your 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.

• 4:56 - Key Retirement Tax Credits
• 9:07 - How Does Income Splitting Work?
• 11:20 - Tax on Investment Income
• 18:00 - Case Study 1: Paying (almost) $0 of tax on $2,000,000 of lifetime spending.
• 34:42 - Case Study 2: Optimizing for tax VSS optimizing for estate value