Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn recommends that a high-income 70-year-old retiree curt the risk in her investment portfolio and realign her income stream to make it more tax efficient, while avoiding OAS clawback.
Tread carefully with Locked-In Retirement Accounts
Funds are not available until retirement If you’ve recently left a job that included a pension plan, you may be offered an opportunity to transfer your plan to a Locked-In Retirement Account...
