The Simple Plan
The Simple Plan
Brad MacBeth
7 Steps to Retirement Security - Step 2: Your Government Benefits
50 minutes Posted Jun 12, 2023 at 7:19 pm.
0:00
50:23
Download MP3
Show notes

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.⁠⁠