Tag: CPP and OAS Taxes

  • Why Tax Planning Matters in Retirement

    Why Tax Planning Matters in Retirement

    Effective tax planning is crucial for retirees, as it can significantly impact financial health. By strategically managing income sources, avoiding OAS clawbacks, and planning for mandatory withdrawals, retirees can maximize savings, maintain benefits, and ensure a tax-efficient legacy for beneficiaries, ultimately enjoying financial security in their golden years.