We can assist you to prepare for retirement by helping you to restructure and more effectively organise your assets to optimise their long term after-tax income benefits.
If you are looking for a tax effective wealth accumulation strategy that provides flexibility and control of your retirement investment affairs then a CCA Financial Planners Retirement Income Plan could be for you.
By optimally structuring your retirement savings arrangements you can achieve significant gains.
A personally tailored Retirement Income Plan prepared by us will provide you with a comprehensive document that clearly sets down the actions you will need to take to tax-effectively structure your income in retirement. These include:-
A review of the Estate Planning implications of the structure of your retirement capital.