Retirement planning is more than reaching a savings target. Will you be able to live the life you want at retirement?

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Retirement planning is not simply about reaching a savings target. You also need to understand where your income will come from, how long it may need to last and how taxes could affect the amount available to you.

AMCO helps you prepare for the transition into retirement and develop a practical plan for managing your income once you get there. Retirement planning may include:

• Retirement income projections
• Retirement cash-flow analysis
• Canada Pension Plan (CPP) and Old Age Security (OAS) planning
• RRSP and RRIF withdrawal strategies
• Pension income planning
• Income-splitting opportunities
• Tax-efficient retirement income strategies
• Transition-to-retirement planning
• Estate liquidity considerations

If you are already retired, we can help you review your current income strategy and determine whether it continues to support your lifestyle, tax position and long-term goals.

Give Your Investments a Clear Direction

Whether you are starting to invest, reviewing an existing portfolio or managing investments through your business, AMCO Financial Group helps you consider your options and build a strategy that fits your goals.

Schedule a discovery call to discuss your investment priorities and how your investments can support your plans for the future.

Book A Discovery Call

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