Are you tired of seeing your OAS benefits being senselessly stripped away? There's a way to fight back! In this video, we'll answer the age-old question: How Does the OAS Clawback Work? We'll break down everything you need to know about the OAS Clawback, including how it's calculated, and share 5 great strategies to help you preserve your benefits. Plus, we'll reveal one HUGE BONUS strategy that can save you thousands in taxes every year!
We'll cover:
What the OAS Clawback is and why it exists
How your income affects your OAS benefits
How to calculate the clawback
Real examples to illustrate the process
Strategies to minimize the impact of the clawback
Don't let the clawback catch you off guard—take control of your retirement planning today! Make sure to watch until the end for invaluable tips and strategies that could save you thousands.
Key Highlights:
Maximum OAS payments and how they increase with age
Income thresholds and clawback rates for 2024
How to manage your income and withdrawals to minimize clawback impact
The benefits of deferring OAS payments
Utilizing TFSAs and income splitting to preserve your OAS
Remember, understanding the OAS clawback is crucial for securing your retirement benefits. Stay tuned for more insights and tips in future videos!
If you would like a personal one-on-one consultation, please contact me here:
[ Ссылка ]
Links to Website Calculators
[ Ссылка ]
[ Ссылка ]
Studies Showing Advisor Value!
[ Ссылка ]
[ Ссылка ]
Links to sources:
[ Ссылка ]--------------------------------
#OASClawback #RetirementPlanning #OASBenefits #TaxStrategies #FinancialAdvice #RetirementIncome #CanadianTaxes #RetirementSavings #FinancialFreedom #IncomePlanning #SeniorFinance #OAS #CPP #GIS #TaxPlanning #InvestmentAdvice #RetirementTips #FinancialLiteracy #WealthManagement #retirementstrategies
This information has been prepared by Joe Macek,
who is an Investment Advisor Portfolio Manager for
iA Private Wealth Inc. and does not necessarily reflect
the opinion of iA Private Wealth. The information
contained in this video comes from sources we believe
reliable, but we cannot guarantee its accuracy or
reliability. The opinions expressed are based on an
analysis and interpretation dating from the date of
publication and are subject to change without notice.
Furthermore, they do not constitute an offer or
solicitation to buy or sell any of the securities
mentioned. The information contained herein may not
apply to all types of investors.
The Investment Advisor Portfolio Manager can open
accounts only in the provinces in which they are registered.
iA Private Wealth Inc. is a member of the Canadian
Investor Protection Fund and the Canadian Investment
Regulatory Organization. iA Private Wealth is a
trademark and business name under which
iA Private Wealth Inc. operates.
