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The Boomers Retire: A Guide for Financial Advisors and Their Clients
The Boomers Retire: A Guide for Financial Advisors and Their Clients    
Format Softcover
Catalogue No. 978-0-7798-1765-8
Pages 300
Language English
Price $45.00
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Written by Lynn Biscott, M.Ed., CFP, R.F.P.
Published by Carswell, 2008.

Description:
The Boomers Retire: A Guide for Financial Advisors and Their Clients provides practical guidance in managing financial resources once clients enter the consumption stage.

There are more than four million Canadians over the age of 65, and the proportion of seniors is expected to double in the next quarter century. Statistics Canada reports that the 50 to 69 age group will be the fastest growing in Canada in the period 2001–2011, and in 10 years, retirees will outnumber newcomers to the workforce. As the baby boom bulge starts to move into retirement, the focus shifts from planning for retirement to living in retirement. Financial advisors play a vital role in helping their clients make the transition into a new phase of life.

Financial planning expert Lynn Biscott shows you tax-effective strategies to maximize revenue from government benefits, employer pensions, personal savings, and employment income. She explains each of these sources of income, what they provide, and how clients can optimize the returns from each one. And since retirement isn't just about money, she covers important life-planning issues such as choosing a place to live and leaving a legacy.

The Boomers Retire: A Guide for Financial Advisors and Their Clients explains how to:
  • Create a regular income from government benefits, employer pensions, and personal savings.
  • Take advantage of new financial products such as guaranteed minimum withdrawal benefits and long-term care insurance.
  • Reduce taxes through income splitting and the new Tax-Free Savings Accounts (TFSAs).
  • Implement effective investment strategies during retirement.
  • Evaluate the pros and cons of various housing options such as condos, life lease arrangements, retirement communities.
  • Understand the tax and estate planning implications of moving to a country property, living in a seniors' community, becoming a snowbird, or relocating permanently outside of Canada.
  
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This page last modified: January 15, 2009
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