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Retirement

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Ask a Planner

“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...

“Should I sell off some investments to avoid OAS clawbacks?”

Retired Money

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

A new kind of annuity designed to help Canadian retirees live well, for longer

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Ask MoneySense

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

How non-residents are taxed on dividends and other forms of income

Retirement

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...

Disability, income splitting and tax reduction

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Retirement

The limits of Old Age Security survivor benefits

Lillian lost her husband and wants to know what happens to his Old Age Security pension.

The limits of Old Age Security survivor benefits

Ask MoneySense

Should Marcel move all his RRIF investments to a low-risk balanced fund?

He wants to lock in equity gains and reduce volatility

Should Marcel move all his RRIF investments to a low-risk balanced fund?

Retirement

Canada cracks top 10 in 2018 retirement security ranking

The Great White North moves up a notch when it comes to quality of life in retirement

Canada cracks top 10 in 2018 retirement security ranking

Retirement

The four phases of retirement

Not more than 20 to 25% of retirees ever reach Phase Four

The four phases of retirement

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retirement income for life

Retirement

A guide to having retirement income for life

Decumulation tactics for the near-retired

A guide to having retirement income for life

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