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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

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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Are RRSP contributions worth it at age 70?

Shirley wants to offset capital gains. Is it worth...

Are RRSP contributions worth it at age 70?

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Annuities

The right way to unwind your locked-in retirement account

OM is trying to formulate a plan for a...

The right way to unwind your locked-in retirement account

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