From locating the least tax efficient investments in the most suitable account, through planning the timing and order of withdrawals to potentially avoid OAS clawback, to sourcing more tax efficient investment vehicles and all the way to assessing and helping to manage the potential tax liability of an estate, we can help.
Please see the attached article: “Ten Strategies to Pay Less Tax in Retirement”.
As always, feel free to reach out with any questions or concerns.
James Wanstall can be reached at 416-535-0041 or james.wanstall@rbc.com
Read the full article from the attached file.
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