Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planner with TD Wealth about what it takes to remove someone from your last testament.
If you’re a practicing physician who’s thinking about retiring down the road, you might already know it can get complicated. Here are some simple questions that can help get you started.
With retirement on the horizon, an estate freeze can allow a business owner to gradually transfer a business to the next generation while also dealing with tax concerns proactively. Kim Parlee speaks with Georgia Swan, a Tax and Estate planner with TD Wealth.
If you’ve been saving diligently in your RRSP over the years, you may not realize you have to pay tax — maybe a significant amount — when you retire and withdraw on those savings. Kim Parlee talks to Treva Newton, a Tax and Estate Planner with TD Wealth, about developing a plan for those taxes now, before it’s time to draw on your savings.
For the newly and nearly retired, the COVID-19 pandemic has raised new questions about where your retirement income will come from now. Tannis Dawson, High Net Worth Planner, TD Wealth speaks with Kim Parlee about these questions and more.