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Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax
August 27, 2021
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It’s smart tax planning for retirees to arrange their income to avoid this clawback if possible. Some strategies to review are: Income split with your spouse/CLP (Common Law Partner) Tax effective non-registered investments Review the start date of your RRIF Use the younger spouse/CLP’s age for RRIF payments Use TFSAs
Smart Tax Strategies for Retirees: Keep Track of Health & Medical Expenses
August 18, 2021
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A smart tax strategy during retirement is to keep track of your medical expenses and take advantage of any credits that may be available.
Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax
It’s smart tax planning for retirees to arrange their income to avoid this clawback if possible. Some strategies to review are: Income split with your ...
Read More →
Smart Tax Strategies for Retirees: Keep Track of Health & Medical Expenses
A smart tax strategy during retirement is to keep track of your medical expenses and take advantage of any credits that may be available.
Read More →
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