How to avoid OAS clawbacks when you’ve had a temporary increase in income
A one-time bump in Sam’s income triggered an Old Age Security benefit clawback, and he wants to know if...
OAS
Can you change your mind about taking CPP early?
Rena started receiving Canada Pension Plan benefits at age 60 and wants to know if she can now defer...
Can you receive a government pension if you live outside of Canada?
Helen wants to know if her father can receive Old Age Security benefits, despite not living in Canada for...
New investment approaches for risk-averse Canadians
Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same...
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Near retirement with no defined benefit pension? Here’s what you need to know
Newly revised to include the financial fallout of COVID-19, the book Retirement Income For Life by retired actuary Fred...
“Should I sell off some investments to avoid OAS clawbacks?”
Cam is already feeling heavily taxed in retirement and wonders if he should get rid of his dividend-paying investments...
Why it’s still worth it for high-income seniors to apply for OAS
Eileen is worried about the adverse impact on her taxes if she applies for OAS, and wonders if she...
The limits of Old Age Security survivor benefits
Lillian lost her husband and wants to know what happens to his Old Age Security pension.
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Here’s how I’m transitioning into retirement
With his first OAS payment on the way, Jon reflects on what retirement has looked like for him