Need to get your client thinking about taxes and their retirement benefits? Try this tip.
Need to get your client thinking about taxes and their retirement benefits? Try this tip.
Check out CRA’s website to find data on your client’s benefit clawbacks, such as OAS recovery tax and the age credit tax. Share this information with your client, and suggest investment strategies to counteract the clawbacks, such as income splitting, TFSAs or other tax-efficient investments.
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