#RetirementPlanning #CPP #OAS #FinancialPlanning
Advice-only financial planning for Canadians relocating or retiring abroad
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We offer objective Advice-only financial and retirement planning and support Canadians in relocating or retiring abroad.
Our mission is to help our clients achieve clarity and financial confidence while minimizing taxes, penalties, and fees.
In this video, we will discuss how to effectively time your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits to maximize your retirement income.
Key points include:
The effects of starting CPP early (as early as age 60) versus delaying it until 70, which can lead to significant differences in monthly payments.
OAS can only be initiated at 65 or delayed until 70 for increased benefits.
Important considerations such as health, life expectancy, other income sources, and tax implications.
The importance of collaborating with a financial planner to develop a personalized retirement strategy.
Join us to learn how to make informed decisions about your retirement income!
If you have additional questions about the topics covered in this video or general financial planning inquiries, consult your certified financial planner. If you don’t have a financial planner or need a second opinion about your retirement planning strategy, contact Smart Move Financial Planning to ensure a smart planning and a secure retirement.
For more information about our services, visit [ Ссылка ]
DISCLAIMER: The videos on this channel are for informational and educational purposes only and do not constitute financial, investment, tax or legal advice. If you have questions about your specific situation, we invite you to contact us to discuss your circumstances: [ Ссылка ]
Anna Golan-Reznick is a Certified Financial Planner (CFP), however she is not registered to provide investment advice. Individuals seeking investment guidance should consult a registered professional.
#RetirementPlanning #CPP #OAS #CanadaPensionPlan #OldAgeSecurity #FinancialPlanning #CanadianRetirement #RetirementBenefits #PensionPlan #CPPBenefits #OASBenefits #TaxImplications #RetirementAdvice
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