The Cash Wedge: An Income Delivery Process – PART 3

This is continued from our previous blog post on June 19th.

Additional Investment Considerations for Your Withdrawal Portfolio

There are a number of strategies and considerations that will be beneficial to you in obtaining the maximum benefit from your income-producing assets. Some of these have already been addressed, such as:

  • consolidate assets
  • consider income streams as well as assets
  • layer income in a specific order
  • provide the potential for some growth
  • adopt a model for income delivery

The above points will assist you to improve the efficiency with which your income is being created, reduce taxation and preserve your income-producing assets. Some of these actions are straightforward, simple and obvious, and yet I see many situations where they are still not being done properly.

This entry was posted in Retirement Income Planning and tagged , , , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Daryl Diamond's "Fixed-Payout Strategy"
as seen on BNN's Money Talk
click here

Download FREE - Chapter One hereYRIB Cover

 

joinus-linkedin  f   

Keynote Presentations

Sun Life - Markham, Ontario - October 3, 2019

Sun Life - Cambridge, Ontario - October 2, 2019

Sun Life - Vancouver, BC - September 25, 2019

Sun Life - Calgary, Alberta - September 24, 2019

Sun Life - Ottawa, Ontario - September 18, 2019

Sun Life - Moncton, Ontario - September 17, 2019

RBC Reunion - Toronto, Ontario - July 31, 2019

RBC Reunion - Toronto, Ontario - April 4, 2019

RBC Reunion - Toronto, Ontario - January 17, 2019