Retirement Planning plays a big part in what we do at Ultimum Financial. In retirement, every dollar counts, and it is worth exploring different strategies to grow your retirement income. Here’s some simple areas to consider. https://lnkd.in/ght6NRrN #RetirementPlanning #RetirementIncome #FinancialPlanning Manisha Bhudia CPA, SSA® Joseph Miasi CFP®Amanda Miasi
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Financial Advisor | Personalized Plans for Retirement, Education, Estate | Stocks, Bonds, Mutual Funds, Insurance
Spending time with your grandchildren is a popular retirement goal. If you’re looking to help fund their education or a particular activity for them, you may need to properly budget for it, otherwise it could impact your retirement strategy. I can help you balance education savings like an RESP (Registered Education Savings Plan) with your retirement strategy.
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Introducing #LibertyLifeBotswana’s Retirement Annuity— your pathway to retiring your way. Our Head of Retail, Mr. Kabo Kgopo, noted that Liberty has recognised the challenges retirees face regarding insufficient lump sums, which make it impossible to maintain their pre-retirement lifestyle. “Our tax-effective approach ensures your retirement contributions lower your taxable income within permissible limits. Contributions are made with post-tax funds, and Liberty provides tax certificates for reclaiming taxes,” says Kgopo. He further added that at retirement, "you can access up to 50% of your accrued value, giving you flexibility and peace of mind for the years ahead. Embrace your retirement goals with Liberty's Retirement Annuity today. Research and statistics show that for you to have the same lifestyle post retirement, you need to plan ahead.” #InItWithYou #RetirementAnnuity #RetireYourWay
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Executive Director, Family Wealth Director, Senior Portfolio Management Director, Financial Advisor at Morgan Stanley Wealth Management
Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the funds for future retirement needs or to support your loved ones.
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Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the funds for future retirement needs or to support your loved ones.
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Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the funds for future retirement needs or to support your loved ones.
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Spending time with your grandchildren is a popular retirement goal. If you’re looking to help fund their education or a particular activity for them, you may need to properly budget for it, otherwise it could impact your retirement strategy. I can help you balance education savings like an RESP (Registered Education Savings Plan) with your retirement strategy.
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The 5 Key Ingredients of a Comfortable Retirement Income: Retirement isn’t just about turning 65; it’s about having enough money to live the life you want. Imagine feeling secure, knowing your savings can support you until you’re 90. That’s when you can truly say you’re ready to retire. When planning your dream retirement, start by picturing your ideal income and work backward from there. Here are the 5 key ingredients to make it happen: 1️⃣ Pension: Your steady, reliable income. 2️⃣ RRSPs (Registered Retirement Savings Plans): Your tax-deferred nest egg. 3️⃣ TFSAs (Tax-Free Savings Accounts): Flexible savings that grow tax-free. 4️⃣ CPP (Canada Pension Plan): Government support you’ve earned. 5️⃣ OAS (Old Age Security): Extra government assistance to boost your income. Combine these 5 ingredients, and you’re well on your way to a stress-free retirement. Retirement planning is not just about saving; it’s about knowing exactly where your money will come from and making sure it lasts. P.S.: What age would you like to retire?
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First Vice President, Corporate Retirement Director, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the funds for future retirement needs or to support your loved ones here.
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🌟 Building a Rock-Solid Retirement 🌟 Are you ready to secure a steady income for your retirement? Discover how to make your retirement income last with our latest blog post! 🏡📈 We dive into essential strategies to ensure your income stands the test of time, from Social Security and pensions to annuities, rental income, and more. 💰💡 🔍 Learn about: ✅ Durable income sources ✅ How to balance legacy goals with income needs ✅ Strategies for reliable, long-term financial stability Ready to take control of your retirement planning? Check out our post for valuable insights and tips to create a secure and lasting income stream. 📊✨ #RetirementPlanning #FinancialSecurity #InvestmentStrategies #DurableIncome #RetirementIncome #LegacyPlanning #FinancialFreedom
