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Your client will soon retire and expects to have higher income in his first 5 retirement years, until he depletes the income from a family
Your client will soon retire and expects to have higher income in his first 5 retirement years, until he depletes the income from a family trust. He would therefore like to defer income from other sources to minimize tax payable. Which type of investments will provide your client with a tax deferral? Those pay a return of capital. Corporate class mutual funds. Dividend-paying stocks. A & B only
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