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Collecting CPP while working in the U.S.

How to transfer Social Security credits from the U.S. to Canada

Collecting CPP while working in the U.S.

Retiring to Mexico— for a lower tax rate

You technically have to pay just 15% on your Canadian income, but there's more to the story

Retiring to Mexico— for a lower tax rate

retirement planning

Using real estate vs. RRSPs to fund retirement

You'll have to unwind the RRSP regardless, so watch the tax bill when selling a home for retirement income...

Using real estate vs. RRSPs to fund retirement

Turning investment income into mortgage payments

For conservative investors, paying down debt provides a great return

Turning investment income into mortgage payments

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Retirement income jitters

Penny has a defined benefit pension, but no equities. Will she have enough income in her golden years?

Retirement income jitters

Can you have RRSPs and RRIFs at the same time?

And more importantly, should you?

Can you have RRSPs and RRIFs at the same time?

How to get the most out of the capital gains exemption

Not everyone qualifies for the lifetime capital gains exemption, but there are other options

How to get the most out of the capital gains exemption

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Tax traps for the self-employed

Know your employment status to avoid a surprise tax bill.

Tax traps for the self-employed

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Financial Planning

How business owners should time CPP and OAS

Deferring has extra benefits when you own a business

How business owners should time CPP and OAS

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