Annual Income: For non-retired clients, enter the ‘earned income’ that they plan to report on their tax return for the current taxation year. Do not include investment income such as interest, dividends or capital gains earned on investments. This information is used to determine the pre-retirement tax rate of the client(s).
Occupation: Enter the current primary occupation. This information will not have an impact on the analysis.
Employer: Enter the current primary employer. This information will not have an impact on the analysis.
Need more help with this?
Don’t hesitate to contact us here.