Solid State Wealth Inc.

Solid State Wealth Inc. Solid State Wealth is a local financial firm servicing the Okanagan and surrounding areas.

With over 13 years of experience, and a niche for tax planning and growth with small business owners, let Solid State Wealth take care of all your financial needs.

06/02/2026

Learn how coordinating RRSP and TFSA withdrawals can improve tax efficiency in retirement. Understand contribution strategy, withdrawal sequencing, and how CPP and OAS timing may influence your long-term after-tax income plan.

05/31/2026

Understand how to structure retirement income to manage taxes more efficiently under current CRA rules. Learn how RRSP/RRIF withdrawals, CPP and OAS timing, and income sequencing can influence your long-term after-tax retirement plan.

05/29/2026

Converting your RRSP to a RRIF before 71 comes with important tax implications. Learn how early withdrawals, income smoothing, and CPP/OAS coordination can influence lifetime taxes and help you plan more strategically before mandatory conversion rules apply.

05/27/2026

Two retirees with the same $1 million can experience very different results depending on withdrawal strategy, tax planning, and income timing. Understand how RRSP/RRIF decisions, CPP and OAS coordination, and spending structure can shape long-term retirement success.

05/25/2026

Here’s how to think about your retirement timeline through a tax lens. Learn how timing RRSP/RRIF withdrawals, CPP, and OAS can influence lifetime taxes and help you plan more efficiently under current CRA rules.

05/23/2026

Learn how retirement income is taxed in Canada and where hidden inefficiencies can reduce your long-term savings. Explore RRSP and RRIF withdrawal strategies, OAS clawback planning, and tax bracket management to help improve after-tax income over time.

05/21/2026

Understand key retirement tax rules that can impact RRSP withdrawals, OAS clawbacks, and overall income planning. Learn how the CRA approaches common retirement tax situations so you can plan more strategically and avoid costly surprises.

05/19/2026

RRSPs and RRIFs are essential retirement tools—but they can create tax and cash-flow challenges if not planned properly. Learn what Canadians need to know about withdrawals, timing, and income coordination to avoid common retirement pitfalls.

05/17/2026

RRSP withdrawals in your 70s can trigger higher taxes if not planned carefully. Learn how withdrawal timing, RRIF rules, and income coordination may help Canadians maintain better income control and reduce unnecessary tax pressure.

05/15/2026

Some Canadians use RRSP withdrawal strategies to help delay CPP and OAS and manage taxes more effectively. Learn how coordinating income sources may improve retirement cash flow and long-term flexibility.

Address

201-1475 Ellis Street
Kelowna, BC
V1Y2A3

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+12503004826

Website

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