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AFS Insights

The Clawback Conundrum

Protecting Your Old Age Security (OAS) and Age Credit

Most people’s retirement income includes government benefits that can be clawed back or forfeited altogether if their reported income is too high. There are several ways you can reduce your reported income to maximize benefits in retirement.

To learn more about this important planning area, check out this article: The Clawback Conundrum

If you’d like to discuss this topic in greater detail or have any questions, please reach out to a member of your Arbutus Financial Team.