The MoneyReady Forum
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Hi

I just signed up so am pretty new to your site.
I did a sample report but its not clear whether this is the best approach for decummulation of my RRSP/RIF/TFSA/OAS/QPP

Does your software take into account tax optimization planning to ensure I pay the least amount based on my withdrawl needs?

 

Thanks

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Hi and Welcome,
 
The short answer is yes. The long answer is found in this blog post:
 
 
Feel free to ask me any questions if anything is still unclear.