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...
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Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...
Including tips on retirement, investing—and not running out of money
Chris is retiring and living on CPP, OAS and her RRSP. She wonders if she should take more than...
Bart has three RRSP accounts and wants to know how his RRIF withdrawals are calculated
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Bob is concerned about the tax withholding on his RRIF withdrawals. He’s not sure he’s drawing down his investments...
Step 1: Separate lifetime sources of income from investing sources of income
Shirley wants to offset capital gains. Is it worth it?
OM is trying to formulate a plan for a locked-in retirement account. What are some LIRA best practices to...
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Seg funds carry very high fees. Buyer beware
