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?

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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Annuities

What I learned by putting Viviplan to the test

Including tips on retirement, investing—and not running out of...

What I learned by putting Viviplan to the test
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Bleeding your RRSP dry to save on tax when you’re dead

Chris is retiring and living on CPP, OAS and...

Bleeding your RRSP dry to save on tax when you’re dead

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How to decide when to convert RRSPs to RIFFs

Bart has three RRSP accounts and wants to know...

How to decide when to convert RRSPs to RIFFs

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Tax withholding on RRIF withdrawals

Bob is concerned about the tax withholding on his...

Tax withholding on RRIF withdrawals

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Best way to invest RRIF money so it lasts

Step 1: Separate lifetime sources of income from investing...

Best way to invest RRIF money so it lasts

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