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Sandy Martin
Fee-for-service financial planner and ex-banker who specializes in retirement income planning, tax-efficient withdrawal strategies, and helping Canadians assess retirement readiness.
Best podcasts with Sandy Martin
Ranked by the Snipd community
May 16, 2016
• 1h 1min
How to Withdraw from RRSP and TFSA in Retirement (tax efficiently)
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Sandy Martin, a fee-for-service financial planner and former banker, dives into the intricacies of tax-efficient withdrawals from RRSPs and TFSAs during retirement. She stresses the importance of customized planning tailored to individual financial situations. Topics include managing tax brackets with RRSP withdrawals, the impact of continuing to work during retirement, and strategies to mitigate sequence of returns risk. Sandy also explains the differences among pension plans and how to set realistic return expectations, helping listeners navigate their retirement savings effectively.
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