The limits of Old Age Security survivor benefits
Lillian lost her husband and wants to know what happens to his Old Age Security pension.
Retirement
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
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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...
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...
How to invest for an unexpected early retirement
Should Danny downsize, invest differently, or clear his debts?
What to do if you have too much money invested in one stock
Harvesting tax losses and deferring government benefits are two things to consider
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What I learned by putting Viviplan to the test
Including tips on retirement, investing—and not running out of money