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Welcome to the Cresco Wealth Management Podcast! Hosted by Dimitri Korolis, Investment Advisor. Join us as our award-winning team discusses real conversations we are having here with our clients. Everything from financial literacy and the economy to everyday helpful information for new and seasoned investors. Follow us on this podcast to learn more in a concise format, to the point, and authentic. New episodes regularly. For more information visit: https://www.crescowealthmanagement.ca
Episodes
Tuesday Oct 29, 2024
Tuesday Oct 29, 2024
In this episode of the Cresco Wealthcast, Dimitri Korolis is joined by our Senior Investment Associate, Sharon Lozinski. Sharon walks us through the essentials of withdrawing from a Registered Education Savings Plan (RESP). They discuss the administrative steps for accessing RESP funds, the limits and tax considerations for withdrawals, and how to wrap up the account smoothly once educational goals are met.
Tune in for insights on making your RESP withdrawal process seamless.
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