In retirement the government might Clawback your OAS. In this video Kevin and Clinton provide a few tips on how to avoid that tax!
Kevin Becker and Clinton Orr are both with Becker Orr Wealth Management and are portfolio managers with Canaccord Genuity. Combined they have over 40 years of experience. In this video they tackle:
0:00 Intro
0:45 OAS Review
2:29 Clawback
3:09 Income Splitting
3:50 Draw Down RRSP
4:30 Use Age of Spouse
5:39 Asset Location
9:45 Watch Capital Gains
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How to Avoid the OAS Clawback - Financial 15
How to Avoid the OAS Clawback - Financial 15
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FinanceInvestingBecker Orr Wealth ManagmentClinton OrrKevin beckerFinancial PlanningOld Age SecurityOAS ClawbackAvoiding the ClawbackAvoiding the OAS Clawbackoas canadaoas explainedoasoas clawback thresholdoas clawback rateHow to avoid the oas clawbackfinancial 15retirement tips canadawhy is there a oas clawbackcanaccord genuityold age security tipsold age security canadaretirement planning canada 2021pension planning canada