Jeff and Penny anticipate that they will have government pensions ( CPP , OAS ) , privatepensions,

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Jeff and Penny anticipate that they will have government pensions

(

CPP

,

OAS

),

privatepensions, non

-

registered accounts, TFSAs, and RRSPs at retirement. They ask you to tell themyour process for helping your clients achieve a tax

-

efficient retirement income.

(5

points

)

Posted Date: May 19, 2024 03:04 AM

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Jeff and Penny anticipate that they will have government pensions ( CPP , OAS ) , privatepensions,

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