How to Minimize Tax in Retirement

Tax is one of the largest expense most of us will have in our lives. In this webinar we'll go through some ways you can minimize your taxes in your retirement plan.

We'll explore optimizing tax credits, income splitting and show you how to test all of these factors in your own retirement plan using Adviice.

• 5:48 - Key Retirement Tax Credits
• 9:50 - How Does Income Splitting Work?
• 11:20 - Tax on Investment Income
• 22:42 - Case Study 1: Paying (almost) $0 of tax on $2,000,000 of lifetime spending.
• 40:21 - Case Study 2: Optimizing for tax VSS optimizing for estate value

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.