Adam and Brett from Parallel Wealth tackle more real-life questions from Canadian retirees and soon-to-be retirees. They unpack how to time OAS and CPP for maximum benefit, when a cash wedge still makes sense even with a pension, and how to handle RRIF withdrawals and withholding tax more efficiently.You’ll also hear insights on income splitting, TFSA successor rules, OAS clawbacks, and why proper coordination between accounts can make a major difference in your after-tax retirement income. Whether you’re planning ahead or already retired, this episode breaks down the strategies that create clarity, confidence, and peace of mind in retirement.

Ver todos los episodios