Expert Tips for Tax Planning in Retirement

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What's in the resource bundle
The Seven Investment Secrets for Your Retirement Portfolio (Video & PDF Slide Deck): This resource will help you transition your investment portfolio from pre-retirement to retirement. These are very different portfolios.
​Retirement Planning Checklist (Video and PDF Checklist): Before you retire, you must ask many questions and seek answers. This handy checklist will help you organize the areas you must address, research, and answer before retirement.
​Retirement Planning Tips Sheet (PDF): After thirty years of working with families to prepare for retirement, we have learned much about this exciting journey. This PDF outlines 28 tips that will help you prepare for retirement.
Strategic Planning for Retirement (Video and Planning Worksheet/Slide Deck): Ideally, planning the runway phase of retirement (the year before your retirement) should begin five years before retirement. Our Retirement Strategic Planning Worksheet will help you identify challenges, opportunities, and strategies to keep track of so you stay organized and on top of all the details.
​Practicing Retirement (Video and PDF Worksheet): Studies confirm that working one day is not ideal and retiring the next. One way to prepare for retirement is to practice before the target date. As they say, "practice makes perfect."
​Pension Questions to Ask Before Retiring (Video and PDF Worksheet): If you have an employer-sponsored pension plan, there are vital questions you need to answer before you retire. This worksheet covers these questions so you can make the best possible pension income planning decisions.
​Harness The Power of Financial Modelling: There are a lot of rules of thumb when it comes to getting ready for retirement. Rules of thumb can be helpful. However, the best way to plan financially is to harness the power of financial modelling. Financial modelling allows you to merge your retirement goals and finances to confirm that you are on track and if there are gaps and/or opportunities to explore.
​Coaching: In this video, we explore the coaching model and the data that confirms that advised households have better financial results.
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Shaun Humphries B. Admin, CFP®
Senior Financial Planning Advisor
Assante Capital Management Ltd.
00:00 Introduction
00:51 Factors
03:12 Three Phases of Tax Planning
03:26 Pre Age 65
05:55 Age 65 to 71
08:41 Age 72 plus phase
09:57 Software Forecasting