Aaron, Your enhancement analysis illustration for OAS deferral is very interesting and has helped to change my perception of OAS clawback. I suppose that by adding an inflation factor to both your "Floor" and "Ceiling" OAS numbers would provide even further insight into the potential income limits and ramifications. Using 2% inflation and a current 65 year old, by age 70 that Floor number would be approaching $100k. Thank you for sharing this excellent presentation.
@@DavidScott-27 hello sir, thanks for the kind words. I’m not really comfortable sharing the sheet at this time but let me know if there is a specific example or two you’d like to see. Thanks! Aaron
You definitely taught me something about the $2000 pension credit. I honestly had believed in the myth up until your video.
Glad it was helpful!
Aaron, Your enhancement analysis illustration for OAS deferral is very interesting and has helped to change my perception of OAS clawback. I suppose that by adding an inflation factor to both your "Floor" and "Ceiling" OAS numbers would provide even further insight into the potential income limits and ramifications. Using 2% inflation and a current 65 year old, by age 70 that Floor number would be approaching $100k. Thank you for sharing this excellent presentation.
@@pauljose1261 thanks for the kind words! I have another video that’s exclusive to OAS planning if you are interested in seeing more similar content.
Hi Aaron,
Great video! I really like your OAS enhancement analysis. Is there any chance you could share your spreadsheet?
@@DavidScott-27 hello sir, thanks for the kind words. I’m not really comfortable sharing the sheet at this time but let me know if there is a specific example or two you’d like to see.
Thanks!
Aaron