Retirement Planning: Navigating the Surprisingly Complex World of CPP and OAS
Most Canadians will qualify for Old Age Security (OAS) payments and possibly Canada Pension Plan (CPP) payments when they are ready for retirement. |
Most Canadians will qualify for Old Age Security (OAS) payments and possibly Canada Pension Plan (CPP) payments when they are ready for retirement. However, these programs, which can potentially affect almost all Canadians, are deceptively complicated when it comes to understanding the nuances of the pension entitlements and the factors that you should consider when advising clients on when to start receiving payments. Join Maureen Vance CPA, CA for a comprehensive and practical discussion of CPP and OAS payments, including a review of some of the most commonly misunderstood aspects of the programs, such as the CPP “drop-out” provision and maximum survivor benefits. Case studies will be used to illustrate the impact of taking payments early vs later. Strategies to maximize the guaranteed income supplement (GIS) and minimize OAS clawbacks will also be discussed. Topics covered will include: CPP
OAS
Impact of CPP/OAS start date
Target Audience This webinar will be of most interest to accountants and financial planners advising their clients on retirement planning. Professional Development Credits Wolters Kluwer Canadian professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation. |
Updates | N/A |
---|---|
Format | Recorded Webinar |