Retirement planning question - non-registered stock holding entering retirement
I'm hoping one of you guys have the expertise for some advice on this. My parents are both turning 65 next year but my mother, individually, owns US stocks worth $400K (non-registered). What would be the most tax-efficient way to liquidate this position considering they’ll enter their retirement next year and possibly apply for OAS and CPP? Thanks in advance for your time!
Last edited by ruroni30 on Nov 12th, 2018 11:17 am, edited 1 time in total.