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...
OAS
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...
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The limits of Old Age Security survivor benefits
Lillian lost her husband and wants to know what happens to his Old Age Security pension.
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
How to reinstate OAS after it’s clawed back
There is a form to fill out, but it's entirely optional
What to expect when receiving OAS at 65
You may not need to apply or fill out onerous paperwork
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How business owners should time CPP and OAS
Deferring has extra benefits when you own a business