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RRIFs

Canadian couple sitting together, wondering about moving money from RRSPs, RRIFs and TFSAs in retirement

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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...

Moving money from RRSPs, RRIFs and TFSAs in retirement

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Can Canadian investors save tax when a stock’s company goes bankrupt?

You may be able to get some tax relief when the stock of a company you hold goes bankrupt....

Can Canadian investors save tax when a stock’s company goes bankrupt?
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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...

Year-end tax-saving tips for Canadians for 2024
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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,...

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

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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...

Should you take extra RRIF withdrawals to increase your estate?
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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.

How to plan for retirement when you have no pension
A Canadian retired couple walking together on a street, thinking about decumulation.

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...

What is Sun Life’s new decumulation product?

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How to plan for taxes in retirement in Canada

In retirement, some income is not subject to withholding tax, and you may potentially owe tax after filing each...

How to plan for taxes in retirement in Canada

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A group of friends sit around a table, planning for the year ahead

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Year-end tax and financial planning considerations

Some strategies are time-sensitive, while others can help you start the new year on the right foot.

Year-end tax and financial planning considerations

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