Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn recommends that a high-income 70-year-old retiree curt the risk in her investment portfolio and realign her income stream to make it more tax efficient, while avoiding OAS clawback.
She’s 70, ready to retire and needs help avoiding tax
© 2021 by Robyn K. Thompson. All rights reserved. Reproduction without permission is prohibited. This article is for information only and is not intended as personal investment or financial advice.
Refining your investment style from a menu of choices “Active” and “passive” portfolio management used to be fairly straightforward. Active investors traded frequently in individual stocks in an...