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Strategies

Tax Managed Strategies are ideas that you can introduce to clients in one-on-one meetings, seminars, websites, and newsletters. The following are a few of the most popular topics:

Fighting the Clawbacks

Dividend income is the least “income friendly” for retirees because the grossed-up amount is reported on tax returns. Although the dividend tax credit provides preferential tax treatment, the grossed-up amount exaggerates the total income on line 234.

Fighting the Clawbacks pdf10

Unlocking Locked-In Funds

While pension assets represent an important source of retirement income, restrictions that lock in money can hamper retirement income planning flexibility. By making full use of maximum withdrawal limits, pension savings can be unlocked while remaining tax-sheltered.

Unlocking locked-in funds pdf10

Little Known Facts About the Canada Pension Plan (CPP)

For Canadians at or nearing retirement, the Canada Pension Plan (CPP) remains a bit of a mystery. Many people realize they’ve been contributing to it for a good portion of their lives, but they may not be sure how much they will receive at retirement.

Little know facts about CPP pdf10

Registered Retirement Income – The Facts

With all of the changes retirement brings, investors need to make the best use of their RRSP savings to enjoy retirement to its fullest. This booklet reviews the income options available to individuals in or nearing retirement to determine which are most appealing.

Registered Retirement Income - The Facts pdf10
 
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