u/FamousNerd

Hi folks. My spouse will have a DB plan in education and I am in the private sector. We have very different amounts in accounts and I am concerned that we will have a tax challenge once retired. I’d like to invest in a tool/SaaS that can help me know when do use something like spousal RRSP and things so we don’t end up in a disadvantaged situation when we have to start drawing. Do you think the platform could help give me these kinds of insights?

Many thanks