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Other ways to use your RRSP
Manage episode 258334372 series 1233602
Did you know there are other benefits to having an RRSP, beyond saving for retirement? Host Katy Lepine talks with G&F Investment Specialist, Raman Takhar. Raman provides investment options and financial planning advice to members and ensures they are on track when it comes to financial stability and security. She helps members with retirement planning, tax planning, budgeting, and estate planning, among other services. In this episode, you'll discover, 1: How to use funds from your RRSP to purchase a home. 2: How to go back to school with funds from your RRSP. 3: What this means for your taxes and your retirement savings goals. You’ll also hear from one of our members who were able to purchase a home with funds from their RRSP and how they plan to build their RRSP savings back up.
Our mission
We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group.
Hosted on Acast. See acast.com/privacy for more information.
26 episodes
Manage episode 258334372 series 1233602
Did you know there are other benefits to having an RRSP, beyond saving for retirement? Host Katy Lepine talks with G&F Investment Specialist, Raman Takhar. Raman provides investment options and financial planning advice to members and ensures they are on track when it comes to financial stability and security. She helps members with retirement planning, tax planning, budgeting, and estate planning, among other services. In this episode, you'll discover, 1: How to use funds from your RRSP to purchase a home. 2: How to go back to school with funds from your RRSP. 3: What this means for your taxes and your retirement savings goals. You’ll also hear from one of our members who were able to purchase a home with funds from their RRSP and how they plan to build their RRSP savings back up.
Our mission
We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group.
Hosted on Acast. See acast.com/privacy for more information.
26 episodes
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