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What You Need to Know About RRIFs

What You Need to Know About RRIFs

by Twerdun Wealth Management | Sep 4, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement

What You Need to Know About RRIFs: Turning Your RRSP Into Retirement Income As retirement approaches, many Canadians start wondering: what happens to all the savings they’ve been building in their RRSP? The good news is, your RRSP doesn’t just stop working for you...
OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

by Twerdun Wealth Management | Jul 4, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement

OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
Tax Tips for Filing Your 2024 Income Tax Return

Tax Tips for Filing Your 2024 Income Tax Return

by Twerdun Wealth Management | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, investment, pension plan, personal finances, Professionals, tax

The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...

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