by Jason Heath | Oct 16, 2018 | Jason Heath, MoneySense Magazine, News
The article “Drawing Down Retirement Savings As A Single Senior” was originally published on MoneySense on October 16, 2018. What to do with pensions, RRSPs, TFSAs, CPP and OAS as a solo retiree Q: As I approach the early days of my retirement, I am...
by Jason Heath | Oct 9, 2018 | Jason Heath, MoneySense Magazine, News
The article “How To Decide When To Convert RRSPs To RIFFs” was originally published in MoneySense on October 9, 2018. Bart has three RRSP accounts and wants to know how his RRIF withdrawals are calculated Q: I have several (three) RRSPs, partially...
by Jason Heath | Oct 2, 2018 | Jason Heath, MoneySense Magazine, News
The article “TFSA vs RRSP: How To Decide Between The Two” was originally published on MoneySense on October 2, 2018. Here are five factors to consider when making your choice Q: I have a question about RRSPs and TFSAs. My average income is $100,000. Which...
by Jason Heath | Sep 25, 2018 | Jason Heath, MoneySense Magazine, News
The article “How To Help A Parent Invest In Their 80s” was originally published on MoneySense on September 25, 2018. Beth is trying to help her mother decide what to do with the sale proceeds of her house Q: My elderly mother, 83, just sold the family home...
by Jason Heath | Sep 24, 2018 | Financial Post, Jason Heath, News
The article “For Baby Boomer Couples, Synchronize Or Stagger Is The New Retirement Dilemma” was originally published on Financial Post on September 24, 2018. The first generation where two careers are the norm also sees a spike in grey divorce Dual-income...
by Jason Heath | Sep 18, 2018 | Jason Heath, MoneySense Magazine, News
The article “Tax Withholding On RRIF Withdrawals” was originally published on MoneySense on September 18, 2018. Bob is concerned about the tax withholding on his RRIF withdrawals. He’s not sure he’s drawing down his investments properly. Q: I am a widower,...
by Jason Heath | Sep 11, 2018 | Jason Heath, MoneySense Magazine, News
The article “Should You Buy Real Estate Just To Stay In The Market?” was originally published on MoneySense on September 11, 2018. Face it. There are plenty of other better options. Q: I just sold an estate home in the Greater Toronto Area very recently...
by Jason Heath | Sep 5, 2018 | Jason Heath, MoneySense Magazine, News
The article “Do You Really Need An RRSP To Retire?” was originally published on MoneySense on September 5, 2018. Riza is worried about retiring without an RRSP. But do you even need one? Q: What will happen if I retire and I don’t have an RRSP? —Riza...
by Jason Heath | Aug 28, 2018 | Jason Heath, MoneySense Magazine, News
The article “Is It Okay To Retire With Debt?” was originally published on MoneySense on August 28, 2018. Steve has debt but also has a generous DB pension. Should he retire? Q: I am eligible for retirement at age 57, as I have 30 years of service. I am now...
by Jason Heath | Aug 27, 2018 | Financial Post, Jason Heath, News
The article “Relying On Proprietary Products Not Necessarily A Bad Thing For Advisors” was originally published on Financial Post on August 27, 2018. Jason Heath: If an advisor uses proprietary products they know well already, they can allocate more...
by Jason Heath | Aug 21, 2018 | Jason Heath, MoneySense Magazine, News
The article “‘I’ve Been Named An Executor. Where On Earth Do I Start?!’” was originally published on MoneySense on August 21, 2018. Executor duties can be overwhelming. Where do you start? Here’s advice. Q: We just placed my 99-year old bachelor uncle off...
by Jason Heath | Aug 20, 2018 | Financial Post, Jason Heath, News
The article “Three Behavioural Barriers To Solid Retirement Planning, And How You Can Overcome Them” was originally published on Financial Post on August 20, 2018. Jason Heath: Retirement planning can be daunting, but with a little nudge in the right...
