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How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

Retirement

Best in show: How to find and invest in market leaders

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What happens to my RRIF when I die?

Here’s how to leave assets in your RRIF account to your spouse, common-law partner, children, grandkids or other beneficiaries—and...

Financial Planning

Nicholas Hui, P.Eng, Certified Financial Planner

Nicholas Hui is an advice-only Certified Financial Planner based in Markham, Ont. Learn more about his story and unique...

Financial Planning

Janet Gray advice-only Financial Planner

Janet Gray is a Certified Financial Planner, speaker and educator based in Ottawa, Ont. Learn more about her story...

Stocks

Get paid to wait—is now an opportunity to invest in tech stocks?

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Should you withdraw from non-registered or TFSA investments in retirement?

When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?

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A strategy for non-registered and TFSA accounts in retirement

Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?

Retirement

3 ways to recession-proof your RRIF

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