What’s the Rule of 30? And what does it have to do with income and retirement?
Another day, another money rule. Find out if the premise behind the book, Rule of 30, is something you...
Retirement
How much should you withdraw from your RRIF?
Sandy wants to deplete a registered retirement income fund by age 90 and wonders how much to take out...
“We had our kids late—will we ever be able to retire?”
Starting a family in your 40s means you’ve had time to get established in your career, but also that...
“Should I sell off some investments to avoid OAS clawbacks?”
Cam is already feeling heavily taxed in retirement and wonders if he should get rid of his dividend-paying investments...
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A new kind of annuity designed to help Canadian retirees live well, for longer
Afraid of outliving your retirement savings? The latest federal budget may (or may not) have an answer for you
How non-residents are taxed on dividends and other forms of income
Gregor is worried because his dividend paying mutual funds aren't sending him tax slips
Disability, income splitting and tax reduction
Rob’s wife is unable to work due to a chronic illness. He’s trying to plan for tax reduction in...
The limits of Old Age Security survivor benefits
Lillian lost her husband and wants to know what happens to his Old Age Security pension.
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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 volatility