FidelityConnects

Withdrawing investments in a tax-efficient manner - Michelle Munro


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Preparing and saving for retirement is always on the minds of Canadians. Whether you are in retirement, are approaching retirement, or are early in your career and retirement is decades away – having a plan and working with a financial advisor can help you feel better prepared for retirement. But how do you then withdraw your retirement nest egg in a tax-efficient manner? Michelle Munro, Director, Tax and Retirement Research, is today’s guest to first look at the accumulation stage of an investor, and offer some guidance on what to consider when then withdrawing investments in retirement. In today’s conversation with host Quinn Flaherty, Michelle also notes some key risks to watch out for and shares some helpful statistics.

Recorded on March 3, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

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