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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Eileen is worried about the adverse impact on her taxes if she applies for OAS, and wonders if she...
Lillian lost her husband and wants to know what happens to his Old Age Security pension.
Sandie wants to get the timing of her TFSA transfer right
Kerry is doing some estate planning with his RRIF and wants to make sure it goes to his wife...
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He wants to lock in equity gains and reduce volatility
Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...
Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...
Should Danny downsize, invest differently, or clear his debts?
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Harvesting tax losses and deferring government benefits are two things to consider