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
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...
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...
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...
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She’s 34 and wants to retire at 65 with $70,000 a year. Can she?
Jenna's quick calculations show she'll need $2 million in savings. Is that really true?
After inheriting a RRIF account, how to know what you owe the taxman
Randy’s wife is the beneficiary of her late mother’s RRIF, and she wants to avoid penalties and interest on...
An advisor is charging 1.95% for an ETF portfolio. That’s too high.
Doris wants to know what she should be paying for her $100,000 portfolio.
What’s better, a LIRA or an enhanced pension?
And which is best if Craig wants to leave money to his kids?
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Can we retire in 10 years and earn $50,000 annually?
Sally and Wade hope to have an annual income of $50,000 annually from pensions and investments