Income Planning

Pre and Post Retirement

• Income splitting
• Taxation of income sources
• Tax planning to reduce, defer or eliminate tax
• Repositioning of investment assets to create the net after-tax income desired with the least shrinkage of investment assets
• Blending of government programs, pension income, investment income, earned income
   

Income Planning

Pre and Post Retirement

• Income splitting
• Taxation of income sources
• Tax planning to reduce, defer or eliminate tax
• Repositioning of investment assets to create the net after-tax income desired with the least shrinkage of investment assets
• Blending of government programs, pension income, investment income, earned income