Planning for retirement means keeping watch over all of your savings and investments to ensure they are working to help you reach your goals. That can be difficult when you have to pull together information from many different sources. Instead, consolidating your retirement income resources into a single account, such as a Registered Retirement Savings Plan (RRSP), or with a single institution can make it much easier to plan for and track income.
Consolidation makes it easier to track and manage your retirement investments and overall asset allocation. You can see your investment “big picture” and develop a holistic retirement distribution plan – tapping assets in a logical order to minimize taxes and maximize ongoing growth opportunities.
The following are some of the advantages of consolidating assets in one place:
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