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How to Live Off Your Investments in Canada - Kyle Prevost

Build Wealth Canada Podcast

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Bucket Strategies, Asset Allocation, and Tax Efficiency in Retirement

This chapter explores the debate between the math and psychological aspects of bucket strategies for managing risk in retirement. It discusses different approaches to asset allocation, the complexities of overlaying buckets on investment accounts, and the importance of tax efficiency. The chapter also touches on sequence risk, valuations, annuities, and the tax implications of different investment options.

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