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In this episode of Retirement Unpacked, Adam and Brett answer real viewer questions on retirement planning. They cover when to defer OAS to reduce taxes, whether a cash wedge actually helps your portfolio, and how to move funds from an RRSP or RRIF into a TFSA.
They also discuss CPP while working, health and dental coverage in retirement, DIY investing with a professional plan, using permanent life insurance to cover taxes, and what to do with a $1M inheritance.
Have a retirement question? Leave it in the comments – we might cover it in a future episode!
By Parallel WealthIn this episode of Retirement Unpacked, Adam and Brett answer real viewer questions on retirement planning. They cover when to defer OAS to reduce taxes, whether a cash wedge actually helps your portfolio, and how to move funds from an RRSP or RRIF into a TFSA.
They also discuss CPP while working, health and dental coverage in retirement, DIY investing with a professional plan, using permanent life insurance to cover taxes, and what to do with a $1M inheritance.
Have a retirement question? Leave it in the comments – we might cover it in a future episode!