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Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement.

We will cover practical planning strategies including LIRA-to-LIF (Life Income Fund) conversions, provincial unlocking rules, income minimums and maximums, and investment solutions such as segregated funds and annuities. Join us to gain clarity on complex regulations and confidently guide clients through decisions that affect cash flow, taxes, and estate outcomes.

CE credits: pending
To receive their CE credit, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed.

THIS WEBINAR IS NOT IDC WIN HOSTED