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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.
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.
People spend their whole lives saving for retirement. But when the time comes to withdraw funds, it can be easy to feel anxious about tapping those savings. Kim Parlee speaks with Chris Gandhu, a High Net Worth Planner with TD Wealth, about what people can do to alleviate their fears so they may retire with confidence.
By the time many Canadians reach retirement, they may have many sources of income to draw on. Kim Parlee talks to Treva Newton, a tax and estate planner with TD Wealth, about what you need to know about taking money from your savings accounts in retirement.