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Oct
7
Tax Strategies Tax Managed Investing – Strategy # 4 Final RRSP Contributions at Age 71 The clawback of government benefits can have a significant impact on an individual’s retirement income. Some careful RRSP planning as age 71 approaches, however, can reduce taxable earnings in retirement – and reduce the clawback of government benefits. Read more. […]
Oct
7
Tax Strategies Tax Managed Investing – Strategy #3 Maximizing Discretionary RRIF Income by Borrowing To Invest If you are an investor with discretionary RRIF income, you can put that income to good use. By borrowing to invest, you not only achieve tax savings each year, but gain the potential to significantly increase the value of […]
Oct
2
TAX STRATEGIES Paying too much tax hurts. As an advisor, an important part of our value proposition is to identify strategies that will help you minimize the amount of tax you pay. That’s where we can help. Our Tax & Retirement Services (TRS) team identifies tax challenges that clients may face and provides easy-to-understand solutions, […]