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Financial planning, money management, Personal Finance, Retirement, Retirement planning

She’s 70, ready to retire and needs help avoiding tax

by Robyn Thompson | Nov 21, 2014 | NEWSPRINT

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.

© 2023 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.

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