NEED MONEY? CASH OUT YOUR LIRA BEFORE RETIREMENT

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  • เผยแพร่เมื่อ 4 พ.ย. 2024
  • Exploring 5 ways to access your money before 65 - How to get money out of a LIRA.
    LIRA stands for Locked-In Retirement Account, commonly used when transferring a pension from a previous employer. Normally you are unable to access a Locked-In Retirement Account ( LIRA ) prior to age 65. However, today we will explore 5 ways to get money out of a LIRA before before retirement.
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    // LINKS
    Please keep in mind that these unlocking rules vary depending on the Provincial and Federal regulations specific to your pension. As an example, Saskatchewan allows 100% unlocking whereas Quebec only allows unlocking at age 65 and only if your account balance is 40% or less of YMPE. If you’re not sure which one applies to you, contact your bank where your locked-in account is held or your previous employer.
    Here are some link to the Federal and Provincial Pension regulations so you can see which options apply to you:
    FEDERAL: www.osfi-bsif....
    BRITISH COLUMBIA: www.bcfsa.ca/i...
    ALBERTA: www.alberta.ca...
    SASKATCHEWAN: fcaa.gov.sk.ca...
    MANITOBA: www.gov.mb.ca/...
    ONTARIO: www.fsco.gov.on...
    QUEBEC: www.rrq.gouv.q...
    NOVA SCOTIA: www.novascotia...
    Weekly blog, resources & tools: theindependent...
    Follow The Independent Dollar on Twitter: / indepdollar
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    The Independent Dollar
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    If there is a scenario or example you would like to see, comment to let us know.

ความคิดเห็น • 14

  • @TheIndependentDollar
    @TheIndependentDollar  4 ปีที่แล้ว

    Options to unlock your pension can vary depending on the Provincial/Federal regulations specific to your pension. Check out the links in the description to find out which ones apply to you.

  • @graywilliams_77.
    @graywilliams_77. ปีที่แล้ว +212

    After retirement, many people feel at something of a loose end during what would have been the working week.The novelty of not having to go into the office gives way to thumb twiddling pretty quickly for some.For me i realized that the secret to making a million is making better investment. I always tell myself you don't need that new car or that vacation just yet and that mindset helps me make more money investing.

    • @graywilliams_77.
      @graywilliams_77. ปีที่แล้ว

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    • @graywilliams_77.
      @graywilliams_77. ปีที่แล้ว

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  • @hman281
    @hman281 ปีที่แล้ว +1

    Question on setting up a LIRA/LIF. If I pass, I understand it goes to my spouse. If spouse then passes, can their beneficiaries (children) then take it as a LUMP SUM? Or, do children have to wait until they retire to access it then?

  • @huntersnipe5953
    @huntersnipe5953 3 ปีที่แล้ว +1

    Hi, I find your channel really knowledgeable. I currently have a Group Contribution plan of 50k. I dont have savings and have a 20k credit card debt. Im 27 yrs old. Is there any way I can access funds to pay my debt?

    • @TheIndependentDollar
      @TheIndependentDollar  3 ปีที่แล้ว

      It depends on the type of account, some require that the money vest before you can access it. Any money you take out will be taxable though, I would suggest you watch our video about this that shows you some of the risks to using retirement accounts to pay down debt: th-cam.com/video/jsP6oRie8eA/w-d-xo.html

  • @j7py
    @j7py ปีที่แล้ว

    If i pass away and spouse passes a few yrs later, will the LIF be unlocked and be passed ro my children to use remaining balance as they please?

  • @mailtosohal
    @mailtosohal ปีที่แล้ว

    Is it possible to transfer balance from LIF to TFSA?

  • @sahilrouth9055
    @sahilrouth9055 2 ปีที่แล้ว

    Hey i am over 65 and i receive QPP of about 1200$ how can I withdraw most of the funds , as i need to renovate my house

  • @Sheetalandyou
    @Sheetalandyou 2 ปีที่แล้ว

    Hey plz let me know how can I use locked in rrsp for home buy

  • @conanboyle7
    @conanboyle7 ปีที่แล้ว

    39,133 is that net or gross?