I Just Retired . . . Where Do I Start?
Decumulating your investments in a tax efficient way is just as important as building your nest in the first place. Decumulation analysis involves evaluating the tax trade-offs to your estate. We can analyse the potential outcomes and help you decide which approach is a good fit.
When decision-making is especially complex, we have tools that can help you visualize how tax savings today can cause increased taxes in the future, helping you pick a path that is right for you.