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How to avoid tax-payment nightmares when RRIF withdrawals start

The solution to minimizing any tax shocks? Mimic the "taxed at source" treatment most employees experience. Here's how.

How to avoid tax-payment nightmares when RRIF withdrawals start

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How to upgrade your career

Want to learn new skills but can’t afford tuition? There’s a government grant for that.

How to upgrade your career

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“Am I on track?” Krista, a 34-year-old Montrealer, saves $20,000 a year

Longevity runs in Krista’s family—so, although retirement is 30 years away, she worries about outliving her money. How much...

“Am I on track?” Krista, a 34-year-old Montrealer, saves $20,000 a year

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Meeting with a financial planner for the first time? Here’s how to prepare

Talking with your partner about your financial future is an important first step; you need to be able to...

Meeting with a financial planner for the first time? Here’s how to prepare

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“Will selling my house help me retire sooner—and more securely?”

Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks...

“Will selling my house help me retire sooner—and more securely?”
A old man is seen sitting in a chair looking mad

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“What is my spouse entitled to if we divorce?”

While it may seem unfair that divorce law does not favour the party who didn’t initiate a separation, non-compliance...

“What is my spouse entitled to if we divorce?”

Taxes

When your investment partners don’t play by the CRA’s rules

Marcus and some friends turned a profit on their investment property. Trouble is, two of them plan to keep...

When your investment partners don’t play by the CRA’s rules

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Playing investment catch-up

At age 50, Viki’s putting aside $12,000 a year. Will that give her enough to retire comfortably at 67?

Playing investment catch-up

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How are jointly held investment accounts taxed?

Joint ownership makes access to the investments easier by a surviving spouse, but requires diligent record-keeping while you’re both...

How are jointly held investment accounts taxed?

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