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CPP for non-residents of Canada: How to apply, report pension income and more

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return...

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Moving money from RRSPs, RRIFs and TFSAs in retirement

To have liquidity and reduce taxes, Canadians can move money between registered accounts. But what are the tax, contribution...

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How much money should I have saved by age 40?

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Jacks on Tax

Year-end tax-saving tips for Canadians for 2024

Tax planning in Canada isn’t just for March and April. These smart tax moves need to be made before...

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What are the tax implications if you resell Taylor Swift tickets?

Allison resold her Eras Tour tickets instead of going to the concert. The resale website asked for her SIN,...

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Should you take extra RRIF withdrawals to increase your estate?

Contrary to the conventional advice, taking more than the minimum RRIF withdrawal can at times save tax on your...

Retirement

How to plan for retirement when you have no pension

Practical advice on how to build your retirement savings for employees at mid-career, the self-employed, single parents and more.

Retired Money

What is Sun Life’s new decumulation product?

While not guaranteed like an annuity, MyRetirementIncome is a flexible and simple financial product for those needing to convert...

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Should you invest an inheritance in an RRSP or a TFSA?

A Certified Financial Planner provides perspective on the TFSA vs. RRSP question for a couple in their late 50s...