How does a LIRA work after a pension transfer?
Ted is confused about his investment options after leaving...
Getting the most out of retirement income planning with an older spouse
Ellen is curious how pension income splitting works when...
Are annuities, bonds or GICs best for an 80-year-old’s money?
Terry has done well with higher yield shares and ETFs,...
The downside of naming children as RRIF beneficiaries
Kerry is doing some estate planning with his RRIF...
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Should Marcel move all his RRIF investments to a low-risk balanced fund?
He wants to lock in equity gains and reduce...
RRIFs and income splitting in the year of death
Gloria’s husband died recently. She’s looking for clarification on...
What I learned by putting Viviplan to the test
Including tips on retirement, investing—and not running out of...
Bleeding your RRSP dry to save on tax when you’re dead
Chris is retiring and living on CPP, OAS and...
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How to decide when to convert RRSPs to RIFFs
Bart has three RRSP accounts and wants to know...