The Simple Plan

7 Steps to Retirement Security - Step 2: Your Government Benefits


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We'll examine what role your Canada Pension Plan and Old Age Security programs play in your retirement. What can you expect, what are your options, and how do you decide what to do?

Tools in this episode:
Current and Projected CPP and OAS
https://www.ppi.ca/calculators/6Y1aRiJnOsXDmUGDHX4iLj
CPP Benefit--Early or Later
https://www.ppi.ca/calculators/2OJ3GQifL2emcoBWtT6ZaL
CPP Overview--Govt of Canada website
https://www.canada.ca/en/services/benefits/publicpensions/cpp.html
My Service Canada Account
https://www.canada.ca/en/employment-social-development/services/my-account.html
Retirement Income Calculator--Govt of Canada
https://srv111.services.gc.ca/GeneralInformation/Index
Old Age Security
https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security/benefit-amount.html
OAS Recovery Tax--The Clawback
https://www.canada.ca/en/services/benefits/publicpensions/cpp/old-age-security/recovery-tax.html



Want to know more? Book an appointment with Brad to discuss your options: ⁠⁠⁠Brad's Online Calendar.⁠⁠⁠


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The Simple PlanBy Brad MacBeth


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