VancouverGREATER VANCOUVER EVENT
Retirement Income: Maximizing OAS, Minimizing Tax
A free educational session with BMO Private Wealth and Peter Bowen of Fidelity Investments examines retirement income and tax planning. Registration is required.
- Date and time
- Location
- Seniors’ Activity Centre — Marine Room · 695 21st Street · West Vancouver · V7V 4A7
- Organizer
- District of West Vancouver
About this event
This free educational session examines retirement income and tax planning. It features BMO Private Wealth and Peter Bowen of Fidelity Investments.
Registration is required to attend.
The October 21 session runs from 2:30 to 4 pm. Register through the District of West Vancouver event listing (activity code 228567). This session is for adults 55+ and is held in the Marine Room at the Seniors’ Activity Centre, 695 21st Street. Peter Bowen is Vice President of Tax and Retirement Research at Fidelity Investments. Topics include differences in the taxation of investment income and strategies to reduce taxable income while preserving cash flow, potentially reducing or avoiding Old Age Security (OAS) clawback depending on income.