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Tax-efficient Retirement with Ian Moyer
Manage episode 407531551 series 3562981
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We're all so used to saving for retirement, nobody talks about what to do with those savings ... decumulating them - tax efficiently. I read an interesting article and discovered software that can help. Ian Moyer is the founder of Cascades Financial Solutions and he has some ideas.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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