Here is a question for you, in retirement, when you go to the supermarket, what will be the single most important variable in your financial life? Hint: it won’t be the total value shown on your brokerage account statement. That’s because you don’t actually bring your account values to the supermarket. You bring your income.
We receive many queries from clients regarding what type of tax slips can be expected for the previous year. Below are some guidelines to assist you in determining whether you have received all relevant tax slips for your investment accounts with us. Here is a summary chart for quick reference.
