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Retirement

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Avoiding future interest is one way to look at your return on investment

Should Vince cash out his medical pension to pay down his mortgage, or keep it as an indexed $400...

Avoiding future interest is one way to look at your return on investment

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How “work optional” can fit into your retirement plan

It’s simple: Retire early. Supplement your pension income with earnings from part-time work you enjoy. And if you’ve planned...

How “work optional” can fit into your retirement plan

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The right time to take Canada Pension Plan benefits

Steve is 61 and earns $71,000 annually. Should he opt to receive his CPP early?

The right time to take Canada Pension Plan benefits

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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

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How will a pension buyback impact your income tax return?

Q. I plan to do a pension buyback for my service with the Government of Canada. Can I deduct...

How will a pension buyback impact your income tax return?

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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

Retirement

How to avoid a pension clawback from a one-time event

Mike wants to know what can be done to avoid a reduction in government pension income due to a...

How to avoid a pension clawback from a one-time event

Financial Planning

The best way to transfer investments to your spouse

Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the...

The best way to transfer investments to your spouse

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How to make the right pension decision when longevity is so variable

Should Richard take 100% of his pension or just 60% in case he predeceases his wife? Here's what to...

How to make the right pension decision when longevity is so variable

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