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Plena Wealth Advisors
925 W Georgia Street, Suite 2100
Vancouver, BC V6C 3L2
T: 604.654.1148
TF: 866.677.7752
F: 604.659.8099
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Vancouver BC 17023
Suite 1000 - 1499 St Paul Street
Kelowna, BC V1Y 0L9
T: 250.979.2726
TF: 855.979.1820
F: 250.979.2749
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Commentaries
Putting More Life Into the 10 Year Rule
02.12.2025
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Planning & Retirement
Thinking about tax and estate planning is never a fun task but is critical to your overall retirement plan. This especially holds true for Canadians with cross-border ties given the complexity of tax and estate law in the varying countries. Strategizing and planning your decumulation of assets for retirement cash flow can be instrumental in increasing wealth while minimizing taxes.
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Putting More Life Into the 10 Year Rule