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Pension splitting balancing


#1

We have clients that are willing to split their pension but keep their finances separate. So I prepared this TaxCycle Template to let them know how much one partner needs to pay the other so that they equally share in the tax savings from the Pension Split. This is the 2016 version have not tested it on 2017 returns.

Pension Optimizer-KHBK.taxcycletemplate (13.2 KB)

Jim Burch