by Jason Heath | Jan 8, 2019 | Jason Heath, MoneySense Magazine, News
The article “Why It’s Still Worth It For High-Income Seniors To Apply For OAS” was originally published on MoneySense on January 8, 2019. Eileen is worried about the adverse impact on her taxes if she applies for OAS, and wonders if she should still apply....
by Jason Heath | Jan 2, 2019 | Jason Heath, MoneySense Magazine, News
The article “The Limits of Old Age Security Survivor Benefits” was originally published on MoneySense on January 2, 2019. Lillian lost her husband and wants to know what happens to his Old Age Security pension. Q: My husband died in 2015 at the age of 56....
by Jason Heath | Dec 27, 2018 | Jason Heath, MoneySense Magazine, News
The article “What’s The Best Time To Transfer A TFSA Between Institutions?” was originally published on MoneySense on December 27, 2018. Sandie wants to get the timing of her TFSA transfer right If you decide to change institutions for your TFSA, when is...
by Jason Heath | Dec 20, 2018 | Financial Post, Jason Heath, News
The article “Why Retirement Planning Needs To Be A Major Political Issue In 2019 And Beyond” was originally published on Financial Post on December 20, 2018. Jason Heath: Baby boomers are causing a shift in demographics; retirement policies need to reflect...
by Jason Heath | Dec 18, 2018 | Jason Heath, MoneySense Magazine, News
The article “The Downside Of Naming Children As RRIF Beneficiaries” was originally published on MoneySense on December 18, 2018. Kerry is doing some estate planning with his RRIF and wants to make sure it goes to his wife and kids in the best possible...
