• Save thousands with a spousal RRSP

  • 2025/01/15
  • 再生時間： 9 分
  • ポッドキャスト

Save thousands with a spousal RRSP

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  • Watch this episode on YouTube

    In this episode, we explore the benefits and strategies behind using a spousal RRSP to optimize retirement savings, drawing from a real-life scenario with clients Curtis and Cynthia. The video outlines how high-income earners can contribute to a spousal RRSP under their partner's name and eventually convert it to a spousal RRIF, enabling tax-free withdrawals. We also discuss the spousal attribution rules, the significance of minimum withdrawals, and how to use these funds for TFSA contributions, ensuring the money remains tax-free.

    Get your Retirement Readiness Score 🇨🇦

    Build your Retirement Plan With Evan

    Financial Foundations Course - Save 25% with code PODCAST25

    Get your money organized - Full Financial Picture Spreadsheet
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Watch this episode on YouTube

In this episode, we explore the benefits and strategies behind using a spousal RRSP to optimize retirement savings, drawing from a real-life scenario with clients Curtis and Cynthia. The video outlines how high-income earners can contribute to a spousal RRSP under their partner's name and eventually convert it to a spousal RRIF, enabling tax-free withdrawals. We also discuss the spousal attribution rules, the significance of minimum withdrawals, and how to use these funds for TFSA contributions, ensuring the money remains tax-free.

Get your Retirement Readiness Score 🇨🇦

Build your Retirement Plan With Evan

Financial Foundations Course - Save 25% with code PODCAST25

Get your money organized - Full Financial Picture Spreadsheet
続きを読む 一部表示
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