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3 Underused Tax Strategies In Retirement

Here are 3 underused tax strategies in retirement, and they involve charitable donations.

Before recommending these charitable donation tax strategies to clients, they need to meet certain thresholds.

After these two thresholds are met, then we can dive into the three underused tax strategies when giving to charities.

The three strategies are withdrawing funds from registered accounts, donating securities, and making donations while still alive. As always, thanks for watching!

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Marc Sabourin is a Winnipeg-based Financial Advisor and Retirement Specialist with Harbourfront Wealth Management. His specialty is working with pre-retirees and retirees who are looking for retirement, investment, & tax advice. 

Disclaimer: The views expressed are those of Marc Sabourin, Certified Financial Planner, and Investment Advisor, and not necessarily those of Harbourfront Wealth Management Inc., a member of the Canadian Investor Protection Fund

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