[vc_row css=”.vc_custom_1612380408194{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column][vc_video link=”https://youtu.be/Y_vUPZlcJvk” css=”.vc_custom_1661864039191{padding-top: 20px !important;padding-bottom: 20px !important;}”][vc_column_text css=”.vc_custom_1661864354903{padding-top: 20px !important;padding-bottom: 20px !important;}”]

Two Main Concerns

Sarah was concerned about two things now that she was retired. The first being how to invest tax efficiently. The second concern was with the portfolio fluctuations that she had experienced and now that she was no longer contributing to her accounts she was worried about it in retirement.

In this video, Marc works through how to solve both of Sarah’s concerns while finding tax savings along the way.[/vc_column_text][/vc_column][/vc_row]