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CPP or RRIF: Which to Withdraw from First

in Blog
by Russell Sawatsky

In my previous blog post, I introduced a fictitious client, Debra, who is about to retire. As you may recall, Debra is single, without children, and is about to turn 65. She is eligible for the maximum Canada Pension Plan (CPP), which is $14,445 per...

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Using a Withdrawal Policy Statement for Retirement Income Planning

in Blog
by Russell Sawatsky

You have saved steadily throughout your career. You have a Defined Contribution Pension Plan from work, a Locked-In Retirement Account from a previous employer pension, a Registered Retirement Savings Plan, and a Tax-Free Savings Account. You have arrived at the point of retirement. How are...

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Russ Writes

  • This is Not a “Consumer Alert”: Tax on the Sole Survivor’s Estate
  • How Can Stock Picking Be Wrong When It Feels So Right?
  • Personal Finance and Stewardship for Low-Income Households
  • Case Study: Susan’s Retirement – RRSP vs. Non-Registered Investing
  • Making the Most of RESP Withdrawals: A Guide for Parents

Contact

Russell J. Sawatsky
Certified Financial Planner®
T: (519) 852-0318
E: russ@moneyarchitect.ca

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