OAS (Y/N): To include OAS benefits in your client’s cash flow calculation, select “Yes” from the drop down.

% of Maximum: Enter the percent of maximum to be received. Any clawback of OAS benefits will be calculated automatically based on the projected income of your client.

Start At: Enter the age at which your client expect to begin receiving OAS. You can select “Retirement” automatically by clicking on the field and selecting it from the drop down. You can also choose to enter another age by selecting “Age” and entering a specific age between 65 and 70.

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