Drawing down on investments with OPB Advisor Michael Trklja, CFP®
Your pension is an incredibly important piece of the retirement equation, but if you’ve taken the time and effort to build other personal investments like RRSPs and TFSAs, you may be wondering when is the best time to start drawing income from other sources.
We’re streamlining beneficiary designations
In an effort to keep our members updated on relevant Plan changes, please note that effective April 1, 2020, the beneficiary categories of “refund recipient” and “payment recipient” will be consolidated into one category: designated beneficiary.
OPB News for Retired Members
Read about the best way to set New Year resolutions that you’ll succeed at, learn about the important changes coming to beneficiary designations this year, and get guidance on what to consider when drawing down on investments in retirement.