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Your Retirement Income Blueprint Daryl Diamond

Your Retirement Income Blueprint von Daryl Diamond

Your Retirement Income Blueprint Daryl Diamond


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Zusammenfassung

As more and more Canadian boomers are approaching retirement, the transition from accumulating assets in their working years to creating a reliable stream of income in retirement is becoming a top-priority issue for a huge segment of the population.

Your Retirement Income Blueprint Zusammenfassung

Your Retirement Income Blueprint: A Six-Step Plan to Design and Build a Secure Retirement Daryl Diamond

As more and more Canadian boomers are approaching retirement, the transition from accumulating assets in their working years to creating a reliable stream of income in retirement is becoming a top-priority issue for a huge segment of the population. Your Retirement Income Blueprint is an antidote for Canadians who are generally ineptly advised, under-serviced, and over-charged by advisors on planning retirement income. Based on the author's specialized experience in retirement income planning, this book will help readers to work through the many stages of their retirement and adapt their income plans to account for constantly changing health and family issues. The book will help you to: * Combine government and personal sources of income most efficiently* Determine which assets to use first and which to defer* Preserve government benefits and entitlements that are in many cases needlessly wasted or lost* Create results that are more survivor- and estate-friendly than traditional approaches* Greatly reduce taxes on retirement income and to the aggregate estate. Your Retirement Income Blueprint lays out a six-step process for "taking apart" accumulated assets, making the most out of what you have taken a lifetime to save, and creating an income that lasts as long as you do.

Über Daryl Diamond

Daryl Diamond is a recognized leader in the financial services industry. His practice, Diamond Retirement Planning Ltd., focuses on advising pre-retirement and retirement clients on the income structures, investment strategies, and estate conservation issues that are unique to those groups. He is active in educating advisors and their clients on retirement planning. He runs seminar programs and has designed training programs for three large Canadian financial institutions-Standard Life, Dynamic Mutual Funds, and the Royal Bank-to educate advisors on retirement income planning.

Inhaltsverzeichnis

Preface: The Evolution of a Book and of a Demographic ix Introduction 1 PART ONE: Considerations in Creating Your Blueprint Chapter 1: Talking 'Bout My Generation 7 Chapter 2: Key Concepts for an Efficient Blueprint 17 PART TWO: Building Your Income Plan with the Six-Step Plan Chapter 3: Laying the Foundation for Your Income Plan 31 Chapter 4: Putting Your Money to Work 57 PART THREE: The Building Materials Chapter 5: Government Sources of Income 91 Chapter 6: Corporate Sources of Income 105 Chapter 7: Personal Sources of Income 131 PART FOUR: Essential Tax Considerations Chapter 8: It's Floodin' Down in Taxes 151 Chapter 9: Tax Planning 163 PART FIVE: Special Tools and Strategies Chapter 10: With a Little Help from My Friends 177 Chapter 11: Insuring Your Building 201 PART SIX: Concluding Thoughts Chapter 12: Making This Book Work for You 221 Appendix: Life Income Fund (LIF) Comparison by Province 226 Acknowledgements 231 Index 233

Zusätzliche Informationen

GOR013768424
9781118087527
1118087526
Your Retirement Income Blueprint: A Six-Step Plan to Design and Build a Secure Retirement Daryl Diamond
Gebraucht - Sehr Gut
Broschiert
John Wiley & Sons Inc
2013-10-25
256
N/A
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