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Annuities

The right way to unwind your locked-in retirement account

OM is trying to formulate a plan for a locked-in retirement account. What are some LIRA best practices to...

The right way to unwind your locked-in retirement account

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How to earn a risk-free 4% annual return

This reader doesn't want to put her capital at risk. But there may be a few things she hasn’t...

How to earn a risk-free 4% annual return

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Can you inherit a TFSA tax-free?

Linda wants to know if there are any tax or probate fee implications when you inherit a TFSA

Can you inherit a TFSA tax-free?

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Can you get survivor benefits from an ex-spouse?

That may depend on whether you're separated or divorced

Can you get survivor benefits from an ex-spouse?

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What to do when your withholding tax is too low

Kersten is worried she'll have a big tax liability next spring

What to do when your withholding tax is too low

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When an RRSP isn’t worth it

Julia has a DB pension and is maxing out her TFSA. Is an RRSP worth it for her?

When an RRSP isn’t worth it

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How much you should pay in fees on your work savings plan

Talk to your employer about lower-fee group savings options

How much you should pay in fees on your work savings plan
taxes joint accounts

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Avoid tax traps when opening a joint investment account

Beware of spousal attribution.

Avoid tax traps when opening a joint investment account

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Work abroad? Your income is fair game for the CRA

To avoid this, you need to break ties with Canada

Work abroad? Your income is fair game for the CRA

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