Plan For OAS Clawback or LOSE Thousands Per Year скачать в хорошем качестве

Plan For OAS Clawback or LOSE Thousands Per Year

Avoiding OAS Clawback Explained. Imagine working hard your whole life, only to see your Old Age Security (OAS) benefits vanish due to poor planning. Don’t let that happen to you! In this video, I’ll break down the OAS clawback (officially the OAS Recovery Tax) and share proven strategies to help you maximize your retirement income and avoid clawbacks. We’ll cover: ✔️ What is OAS and how much can you expect to receive? ✔️ How the OAS clawback works and its income thresholds for 2024. ✔️ Real-life examples showing the financial impact of poor planning. ✔️ Effective strategies to avoid clawback, including delaying OAS, using RRSP meltdowns, leveraging TFSAs, income splitting, and more! ✔️ Practical tips to lower your taxable income and preserve your OAS benefits. Whether you’re nearing retirement, already retired, or helping a loved one plan, this guide is essential viewing. Don’t forget to book your personalized retirement strategy call with me today—link in the pinned comments! If you have any questions, feel free to comment down below, and don't forget to like and subscribe to our channel to get the latest updates on retirement planning and investment strategies. Straightforward retirement planning advice for Canadians. Planning your retirement income or wondering how you can reduce your taxes doesn’t have to be daunting. Our goal at Beaches Financial Group is to help every pre-retiree and retiree in Canada cut through the financial jargon, streamline your finances and make the most of your golden years. ______ 0:00 Intro 0:23 What is OAS? 2:10 How can you avoid Clawback: Option 1 3:23 How can you avoid Clawback: Option 2 5:10 Why you need a TFSA in retirement 6:44 Tips to lower your taxable income 10:02 Outro Tags: beaches family wealth, canadian retirement planning, retirement planning, retire early canada, retirement in canada, retirement benefits in canada, retirement planning canada, what is retirement planning, retirement savings plan, saving for retirement, planning for retirement, how much to save for retirement,3 retirement mistakes, retirement mistakes, mistakes for retirement planning, oas canada, how much do i get at retirement,r etirement benefits canada, plan to retire, financialadvisor, financial adviser #wealthmanagement #financialplanning #financialadvisor #financialadvice #retirementplanning _______ 🗣BOOK YOUR RETIREMENT STRATEGY CALL TODAY: https://www.bellvest.ca/family-wealth...