CARP Halton Chapter ZOOM Meeting: Strategies to increase income longevity and manage risk

 Mastering Your Retirement: Strategies to increase income longevity and manage risk

This talk will discuss various strategies to structure your assets in a way that increases the longevity of your retirement savings. Often small adjustments can make a significant difference in reducing tax, protecting against inflation and managing volatility. We will discuss the various types of retirement income and how to optimize withdrawals. How to effectively use types of retirement accounts to manage taxes. How to properly diversify your assets, including the pros and cons of various investment options, and how to use them, for example:

• Annuities and other insurance options
• Guaranteed Investments
• Capital Market Investments

At the end of this talk you will have learned what changes you need to make to your retirement income structure and investments, if any, to optimize your portfolio for the long run. Giving you the confidence you need, even in volatile times like we have seen this year.