Only two days left in the year and only one more day until our top article of the year. Just missing the podium this year is Mark McGrath with his article on The Unknown Dangers of ITF Accounts. Meanwhile this year Mark Walhout takes the Bronze with tips on Avoiding Tax surprises with CPP and OAS.
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#4
The Unknown Dangers of In-Trust-For (ITF) Accounts
Want to put money away for your kids or grandkids? Good for you. You’ve got a few options, but today I want to talk to you about “In-Trust-For” or “ITF” accounts – and some hidden dangers you may not be aware of. The Unknown Dangers of In-Trust-For (ITF) AccountsWant to
Mark McGrath
#3
Avoiding Tax Surprises with CPP and OAS
Getting income taxes right in retirement can be stressful. While we are working, our employers generally do a good job of making sure our tax withholding matches our tax liability. But it is trickier in retirement. We have multiple income sources coming in, all with varying levels of income taxes
Mark Walhout
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