Minimize Tax - Maximize Subsidy
Retirement income is about one thing - after-tax money in your pocket for life.
When you are considering all of the moving parts of your finances, from selling a home to investments, it's easy to go astray and make mistakes without a strategy.
There is so much to consider:
Tax exemptions, credits, subsidy claw-backs, income splitting, interest, dividends, capital gains and losses, return of capital, investment products, RRSP, TFSA, Non-registered, business ownership, tax-free insurance products...
Do you know what strategy gives you the most after tax cash in your jeans?
Consider a comprehensive financial plan to fully understand your options and their impact on liquidity, tax, investments, risk, estate and your retirement income.
Why not get a second opinion on one of the most important aspects of your life?
Let's grab coffee and chat about it. Email: [email protected]
