IG Living Plan Snapshot
Without careful planning, it's very possible to have a higher tax bill in retirement than as a working professional.
Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through:
1. Annual Tax Review (October - December)
2. Annual TFSA Maximization
3. Coordination & Timing of Income Streams (e.g. Pension, Canada Pension Plan, OAS Claw back minimization, RRIF minimum, Early RRSP deregistration, Income splitting, Non-refundable tax credits, Holding company incomes)
4. Asset Allocation
5. Charitable Giving Strategies
6. Estate Planning Reviews (Big Tax vs Little Tax)
We also stay up-to-date with the ever-changing tax laws to ensure you are taking advantage of every opportunity.
👉 Want to learn more about lowering your tax bill in retirement? Click here to get your Free Retirement Assessment.