Articles By Allan Norman, MSc, CFP, CIM:

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DC plans once you retire: What do you do with them?

When coming up to retirement, should your investments move with you. Find out the options for soon-to-be retirees. ...

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Registered vs non-registered accounts: Where retirees should make withdrawals

When you have the choice for withdrawals, it makes sense to look at the pros and cons of taking...

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How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

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How to have the most tax-efficient retirement income plan

Should you plan your retirement savings around paying the least amount of taxes? Find out the implications and the...

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Can you maximize your RRSP and TFSA with an income of $0?

With a year of no income, find out if it makes sense to max out registered accounts like an...

Investing

Book review: The Intelligent Fund Investor by Joe Wiggins

Selecting funds based on past returns, stories about “the next best thing” and so on can be costly mistakes....

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How to plan for retirement in five or 10 years

When deciding to retire in five or 10 years, there are a few things to consider, in addition to...

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Tax-efficient retirement strategy options for Canadians

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Scotiabank

Investing

The tax implications of gifting adult children money and more

A reader asks about investing in his RRSPs after 71, withdrawing from RRIF and a sizable gift of money...