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Retirement

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Taxes

Bleeding your RRSP dry to save on tax when you’re dead

Chris is retiring and living on CPP, OAS and her RRSP. She wonders if she should take more than...

Bleeding your RRSP dry to save on tax when you’re dead

Investing

Questrade’s new robo-advisor service showcases rock-bottom fees

On a $20,000 portfolio held for 30 years, Questwealth Portfolio fees could save investors tens of thousands of dollars...

Questrade’s new robo-advisor service showcases rock-bottom fees

Retirement

How single seniors can plan for retirement

Diane is worried about the prospect of retiring on her own especially given her limited ability to save

How single seniors can plan for retirement
how to invest

Investing

How to invest to get $35,000 annually in income

Jerry is 60, just lost his job and has $580,000 in investments

How to invest to get $35,000 annually in income

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Retirement

Drawing down retirement savings as a single senior

What to do with pensions, RRSPs, TFSAs, CPP and OAS as a solo retiree

Drawing down retirement savings as a single senior

Investing

How to invest a $240,000 inheritance

Shirley is 65 years old, retired, and considers herself a conservative investor. What should she do?

How to invest a $240,000 inheritance

Investing

Should you put all your retirement savings in a low-fee balanced fund?

Tina wants to lower her fees and also improve her annual returns. Is this the right tactic?

Should you put all your retirement savings in a low-fee balanced fund?

RRIFs

How to decide when to convert RRSPs to RIFFs

Bart has three RRSP accounts and wants to know how his RRIF withdrawals are calculated

How to decide when to convert RRSPs to RIFFs

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Retirement

How to go from being a saver to a spender in retirement without fear

First, change the mindset. Second, figure out the math

How to go from being a saver to a spender in retirement without fear

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