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Maintaining your asset allocation while you draw down funds from a RRIF

If you plan on managing your own investments in...

Maintaining your asset allocation while you draw down funds from a RRIF

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Can Canadian seniors collect government benefits while still working?

Rose is transitioning to semi-retirement at 65, and wonders...

Can Canadian seniors collect government benefits while still working?

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Tax implications of making transfers between registered accounts

Suzanne transferred money from her LIRA to a LIF...

Tax implications of making transfers between registered accounts

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An easy guide to income splitting for seniors

Cindy and her husband are looking for strategies to...

An easy guide to income splitting for seniors

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The ins and outs of tax and estate planning for a RRIF

81-year old Lydia wants to minimize tax and maximize...

The ins and outs of tax and estate planning for a RRIF
Calculating taxes on an inherited RRIF

RRIFs

After inheriting a RRIF account, how to know what you owe the taxman

Randy’s wife is the beneficiary of her late mother’s...

After inheriting a RRIF account, how to know what you owe the taxman

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What’s better, a LIRA or an enhanced pension?

And which is best if Craig wants to leave...

What’s better, a LIRA or an enhanced pension?

Financial Planning

How does a LIRA work after a pension transfer?

Ted is confused about his investment options after leaving...

How does a LIRA work after a pension transfer?

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Getting the most out of retirement income planning with an older spouse

Ellen is curious how pension income splitting works when...

Getting the most out of retirement income planning with an older spouse

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