6.6 Taxes in Retirement: What Changes & What You Can Do

Retirement changes how you’re taxed. With the right strategies, you can keep more of your income. 

This video shows you how to structure withdrawals and make tax-smart decisions that protect your retirement income. 

  • Manage withdrawals to stay within your preferred tax bracket 
  • Use income splitting to lower household taxes 
  • Know which sources are taxable (CPP, OAS, RRSPs) and which are not (TFSA withdrawals) 
  • Set up proper withholding to avoid surprise tax bills 
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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