Couverture de EP # 195 | How Pension Income Splitting Works for Couples

EP # 195 | How Pension Income Splitting Works for Couples

EP # 195 | How Pension Income Splitting Works for Couples

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In this episode of Your Retirement Planning Simplified, Joe Curry explains how pension income splitting works in Canada and why it can be one of the most effective tax-saving strategies for retirees. Learn how RRIF withdrawals, defined benefit pensions, and strategic retirement income planning can help couples reduce taxes, protect OAS benefits, and create more tax-efficient retirement income. Resources CRA Form T1032 – Joint Election to Split Pension Income Government of Canada – Pension Income Splitting Overview Thank you for listening! You can get a full breakdown of each episode on the Your Retirement Planning Simplified Blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!  Ready to take the next step?  Identify your retirement income style with the RISA Questionnaire Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap. A step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/ About Joe Curry Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  About Retirement Planning Simplified Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ● LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ● Instagram: https://www.instagram.com/retirement_planning_simplified ● Youtube: https://www.youtube.com/@retirementplanningsimplified Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.
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