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...
Retirement
The magic numbers for your findependence nest egg revealed
The latest RBC poll findings, including tips on how to build your savings
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...
The limits of Old Age Security survivor benefits
Lillian lost her husband and wants to know what happens to his Old Age Security pension.
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What’s the best time to transfer a TFSA between institutions?
Sandie wants to get the timing of her TFSA transfer right
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...
Should Marcel move all his RRIF investments to a low-risk balanced fund?
He wants to lock in equity gains and reduce volatility
Can you transfer your full pension into an RRSP?
Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...
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RRIFs and income splitting in the year of death
Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...