Brad’s updates to Steven Brown’s retirement forecaster tool are now available

Brad updated Steven Brown’s Retirement Forecaster Excel spreadsheet tool (version  2.7.2). The changes are as follows:

Version 2.7.2 provides support for defined benefit (DB) pension plans with a Bridge Benefit (such as the Fed Government or Ontario Teachers) and the accompanying DB Survivor pension. Detailed input instructions are provided on the Instructions sheet, under the Instructions section.

You may access the material on Brad’s page here.

OSC member Karen has written an article about Norbert’s Gambit – a way to reduce the cost of buying US stocks

Have you ever wondered what Norbert’s Gambit is all about? Do you want to find a way to reduce the currency exchange costs of buying US stocks? What about the tax implications? How does the Canada Revenue Agency factor into this?

Find out more here.