“Bryan, if I knew I was going to have this much in retirement income, I would have retired years ago!” was an exact quote that I got from a new client a few weeks ago. We reviewed his retirement income plan and discovered that he and his wife will collect over $6,000 monthly from Canada Pension, OAS, and U.S. Social Security. The news made him go from nervous to excited about his upcoming retirement.
In this video, we explore a typical situation we see every day: a family that spent twenty years living and working in Canada and then another twenty years here in the States. We show an example of how much they will expect to receive in fixed-income benefits from both the U.S. and Canada.