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Tag: decumulation strategy

What is Sun Life’s new decumulation product? – MoneySense

What is Sun Life’s new decumulation product? – MoneySense

October 29, 2024October 29, 2024 · Finance

A Canadian retiree’s main decision with this Sun Life product is the age they want the funds to last until (the maturity age). They can choose from 85,…

Read more What is Sun Life’s new decumulation product? – MoneySense
Which savings should retirees draw down first? – MoneySense

Which savings should retirees draw down first? – MoneySense

September 6, 2024September 6, 2024 · Finance

Working as a financial planner, I am often asked, “What is the most tax-efficient way to draw down on investments?” From the outset, I question if a decumulation…

Read more Which savings should retirees draw down first? – MoneySense
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