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“Our parents just passed. What do we do about their estate?”

Two siblings’ complex inheritance provides a case study in minimizing death taxes.

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How annuities work in Canada

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National Bank of Canada

Retired Money

How to cope with the RRSP-to-RRIF deadline in your early 70s

You don’t want to miss the conversion deadline at the end of the year you turn 71—you’ll be on...

Retirement

RRIF and LIF withdrawal rates: Everything you need to know

Most registered retirement savings plans are eventually converted to registered retirement income funds. Here’s what to know about RRIF...

Retired Money

Retirement Income for Life: Why Canadian retirees love Frederick Vettese’s books and his PERC

What’s new in the latest edition of Retirement Income for Life? A long-time fan digs into the book and...

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How to model retirement income in Canada

The risk of having too much money left when you die is real. Often realizing this comes too late...

Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Investing

Attention, ESG investors: Canada’s biggest carbon-emitting public companies

Are Canadian companies making progress on carbon emissions? Climate Engagement Canada’s new net-zero assessments show there’s still a long...

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Should Canadians keep their investment accounts when retiring abroad?

For Canadians who plan to retire to other countries, here’s a primer on the tax implications of leaving accounts...