by bleeding | Jun 12, 2023 | Life Insurance
My Transfer Value (TV) articles were complex but your pension can be your biggest asset and what’s at stake cannot be taken lightly. Life Insurance is the same. It’s a complex topic too, but it can change lives! In the next two articles, I want to show the uses of...
by bleeding | Jun 12, 2023 | Transfer Value
In my last article related to Transfer Value (TV), I noted that there are a number of issues that you need to consider before opting for the TV. They include the following issues: Specific math related to the pension plan Survivor benefits and estate planning Health...
by bleeding | Jun 12, 2023 | Transfer Value
In this article, we will deal with issues directly related to Transfer Value (TV). Be aware, the realities of a TV pertain to each specific pension plan and the legislation to which it pertains, and here my discussion will apply to the Federal Government Pension Plan,...
by bleeding | Jun 12, 2023 | Canada Pension Plan
In Part 2, I would like to touch on some of the other factors that are relevant in relation to the decision about when to take CPP. These factors include: Health Factors, Flexibility VS Guarantees and Rigidity, Creating some Flexibility, “Utility” of Money and CPP...
