My Widowed RRSP (Ep. 6)

drifinancial

In life there are many certainties, like death and taxes. But, what about RRSPs?

Losing a spouse significantly changes your life, including your retirement plans.

This is why it is crucial that you consider four key factors to help you prepare for a change in your retirement plans should you or your spouse enter the widow community.

Join Richard and Palma as they talk about the basics of RRSPs, what happens to the RRSP after a spouse passes away, and the tax components you must know to maximize your returns.

Listen and learn about:

  • What happens to an RRSP account after a spouse dies
  • How to rollover the RRSP to your spouse on a tax-free basis
  • The importance of confirming your beneficiary
  • Richard’s rule of thumb on how to meet your retirement goal
  • And more!

My Widowed RRSP (Ep. 6)

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Connect with Palma Polesel: 

source https://rosenbergdri.ca/my-widowed-rrsp-ep-6/

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Published by drifinancial

The Dri Financial Group motivates entrepreneurs and their families to enhance their financial life. Our team of experienced entrepreneurs, personalized financial planning tools and proprietary investment strategies are the cornerstone of our program’ s success

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