Taxes in Retirement: 7 Ways to Keep More Income from CPP, OAS, and RRIFs

Understanding Taxes and Income in Retirement
A Free Community Educational Workshop

If you live in the Burlington and Oakville areas, and are retired or planning to retire soon, it is important to understand how CPP, OAS, RRSPs, RRIFs, TFSAs, and pensions work together. The goal of this session is to provide clear information so you can make confident decisions about your retirement income.

We will discuss:
• How government benefits are taxed
• When it may make sense to start CPP and OAS
• How RRIF withdrawals affect income brackets
• Coordinating RRSP, TFSA, and pension income
• Ways households often structure withdrawals to reduce unnecessary tax

This workshop is best suited for individuals or couples age 55+ who are planning for retirement income or already receiving benefits.

Seating is limited. Please reserve your seat in advance.

This session is educational only. There is no sales presentation and no products will be promoted.