📊 Capital Gains + OAS Planner

Strategy: Since your total net income (after selling your shares) stays below the OAS clawback threshold, you can safely realize the full capital gain this year.

• ✅ Lock in full capital gains while avoiding any OAS reduction
• 📥 Reinvest proceeds into your TFSA—tax-free growth going forward
• 🧯 Reduces risk of future clawback if shares continue to rise in value
• 📉 Avoids future inclusion of larger gains that could shrink OAS

This approach secures this year’s strong return, protects future OAS, and shelters new gains—all while staying within your current TFSA room.

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