Converting a segregated fund to a RRIF
If you hold a segregated fund and want to convert it to a registered retirement income fund, this is...
CDRs vs US blue-chip stocks: Which makes more sense for Canadian investors
ADRs can be attractive, but here’s a case for CDRs for Canadians—plus a warning for tax time.
Calculating expected returns on the sale of real estate
Yan is selling his home and wants to know how to price it to ensure he turns a profit.
Do inflation-linked bonds make sense in an era of rising interest rates?
The risks and rewards of investing in TIPS, RRBs and the ETFs that hold them.
Corporate investments for retirees
Retired with cash and investments in a corporation, and wondering how to withdraw with minimal tax implications?
How does a spousal RRSP withdrawal work?
Who can claim an RRSP withdrawal as income—the contributor or the spouse—and when it’s best to take any money...
The process of unlocking a LIRA account in Canada
What can you do? What can’t you do? Let’s clarify some conflicting online information about locked-in retirement accounts.
Converting mutual funds: The benefits, the risks and the costs
How to deal with DSC fees when redeeming mutual funds and find out if it’s worth paying the fees....