Setting up a durable retirement takes smart planning and forethought. Whether it’s minimizing tax or planning how to handle a crisis, there’s much to be dealt with.

Show your clients why a dynamic and well-rounded retirement plan looks like with these stories from AdvisorToClient.

When retirement plans change

Stretch your retirement funds

Tax credits for seniors

Plan for incapacity

Pensions for the long-lived

Financial stability in transitional times

You can print these articles to pass along to clients, or share them using the site’s email button, or social media.

For more retirement-planning tools, visit AdvisorToClient for Action Steps and meeting-ready Checklists.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca