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

12/06/2023 50 min

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

Episode Synopsis

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.⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours.
Join us in our Facebook Community: ⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠

More episodes of the podcast The Simple Plan