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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

Ask MoneySense

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

Annuities

Are annuities, bonds or GICs best for an 80-year-old’s money?

Terry has done well with higher yield shares and ETFs,...

Are annuities, bonds or GICs best for an 80-year-old’s money?

Annuities

The downside of naming children as RRIF beneficiaries

Kerry is doing some estate planning with his RRIF...

The downside of naming children as RRIF beneficiaries

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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...

Should Marcel move all his RRIF investments to a low-risk balanced fund?

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Annuities

RRIFs and income splitting in the year of death

Gloria’s husband died recently. She’s looking for clarification on...

RRIFs and income splitting in the year of death

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