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An easy guide to income splitting for seniors

Cindy and her husband are looking for strategies to help them save on taxes in retirement.

An easy guide to income splitting for seniors

The ins and outs of tax and estate planning for a RRIF

81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death

The ins and outs of tax and estate planning for a RRIF

What to do when banks give questionable financial advice to seniors

Mel can't get a straight answer from his bank about his investment fees and is looking for some input...

What to do when banks give questionable financial advice to seniors

Getting the most out of retirement income planning with an older spouse

Ellen is curious how pension income splitting works when there is a big age difference between spouses. There are...

Getting the most out of retirement income planning with an older spouse

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Disability, income splitting and tax reduction

Rob’s wife is unable to work due to a chronic illness. He’s trying to plan for tax reduction in...

Disability, income splitting and tax reduction

Why it’s still worth it for high-income seniors to apply for OAS

Eileen is worried about the adverse impact on her taxes if she applies for OAS, and wonders if she...

Why it’s still worth it for high-income seniors to apply for OAS

The limits of Old Age Security survivor benefits

Lillian lost her husband and wants to know what happens to his Old Age Security pension.

The limits of Old Age Security survivor benefits

What’s the best time to transfer a TFSA between institutions?

Sandie wants to get the timing of her TFSA transfer right

What’s the best time to transfer a TFSA between institutions?

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The downside of naming children as RRIF beneficiaries

Kerry is doing some estate planning with his RRIF and wants to make sure it goes to his wife...

The downside of naming children as RRIF beneficiaries

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