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CPP

Retired Money

Retirement planning advice for people who don’t use an advisor

Retirement Club for Canadians offers a sounding board and resources for people who manage retirement finance all on their...

Retirement planning advice for people who don’t use an advisor
A senior-age man and woman check their financial accounts on a laptop

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How to manage your tax withholding in retirement

Canadians accustomed to annual tax refunds may be surprised to owe tax in retirement and have government benefits clawed...

How to manage your tax withholding in retirement

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A grandfather and grandson sit in front of a Happy Birthday sign.

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When do CPP and OAS pension payment increases happen around your birthday?

Luis asks when his Old Age Security payments will increase now that he is 75. We look at adjustment...

When do CPP and OAS pension payment increases happen around your birthday?

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Should we draw down my spouse’s RRIF faster?

The benefits of depleting savings to avoid estate taxes depends on many variables. But if you live a decade...

Should we draw down my spouse’s RRIF faster?

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Taxes

How to set up CRA direct deposit

Direct deposit puts tax refunds, benefits and other government payments into your bank account faster. Here’s how to sign...

How to set up CRA direct deposit

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When and how should I start drawing on my retirement savings?

There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...

When and how should I start drawing on my retirement savings?

Financial Planning

Ayana Forward, financial advisor

This is Ayana Forward, a Certified Financial Planner based in Ottawa, Ontario.

Ayana Forward, financial advisor

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CPP for non-residents of Canada: How to apply, report pension income and more

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return...

CPP for non-residents of Canada: How to apply, report pension income and more

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News

Changes to Canada’s tax brackets, CPP contributions and more in 2025

It's a new year. What financial changes will take effect in Canada in 2025?

Changes to Canada’s tax brackets, CPP contributions and more in 2025

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