About this episode
Hosts Kevin Headland and Macan Nia recently sat down with John Natale, Head of Tax, Retirement & Estate Planning Services at Manulife, to unpack:
• The real world trade offs between registered retirement savings plans (RRSPs) and tax-free savings account (TFSAs);
• Why successor holder designations can spare families tax and paperwork;
• A time sensitive spousal RRSP contribution opportunity after a death;
• Cross border (U.S.) TFSA considerations;
• Using segregated funds as a liquidity “cash wedge” after death; and
• Why the value of financial advice extends far beyond portfolio returns.
Take a listen for practical, plain language insights you can bring to client conversations today.
