What is a prescribed annuity? How can it save me tax in retirement? Kevin and Clinton answer those questions in this episode of Financial 15. This is episode 4 of the Becker Orr Original Series on how to save tax in retirement. Check out the other videos: Episode 1: CPP Sharing Episode 2: RRSP Meltdown Episode 3: Pension Splitting Episode 5: Tax Loss Selling Episode 6: Charitable Giving Episode 7: Medical Expense Tax Credit Clinton and Kevin are both with Becker Orr Wealth Management and are both portfolio managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience. In this video they discuss: 0:00 Intro 0:56 3 D's of Tax Planning 1:46 What is an Annuity? 2:46 What is a Prescribed Annuity? 3:50 Help save income tested benefits 4:57 Qualifies as pension income 6:32 Who is this for? Have a question or want to review your financial plan? Chat with us! Visit: Save Tax in Retirement with a Prescribed Annui
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)