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Articles By Jason Heath, CFP:

pension buyback

Columns

Should you do a pension buyback?

It's almost always a good idea

Should you do a pension buyback?
senior retiree man planning for retirement

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The retirement reshuffle

How to rearrange investment accounts in your golden years

The retirement reshuffle

Columns

CPP and OAS after the death of a spouse

Keith arranged to split pensions with his late wife many years ago. What is he entitled to now?

CPP and OAS after the death of a spouse
group rrsps financial planning

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Reasons to tap RRSPs before age 71

Doing this makes sense for plenty of Canadians. Is it the right option for you?

Reasons to tap RRSPs before age 71
pay down the mortgage

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Should you use RRSPs to pay down the mortgage?

Careful, the tax hit may be hefty if you tap your RRSP early

Should you use RRSPs to pay down the mortgage?
filling taxes in retirement senior elderly retired

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Collecting CPP while working in the U.S.

How to transfer Social Security credits from the U.S. to Canada

Collecting CPP while working in the U.S.

Columns

Tax facts when hiring a nanny

You have different obligations depending on if your nanny is your employee or is considered self-employed

Tax facts when hiring a nanny

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Retiring to Mexico— for a lower tax rate

You technically have to pay just 15% on your Canadian income, but there's more to the story

Retiring to Mexico— for a lower tax rate
retirement planning

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Using real estate vs. RRSPs to fund retirement

You'll have to unwind the RRSP regardless, so watch the tax bill when selling a home for retirement income...

Using real estate vs. RRSPs to fund retirement