What’s the best time to transfer a TFSA between institutions?
Sandie wants to get the timing of her TFSA transfer right
Articles By Jason Heath, CFP:
The downside of naming children as RRIF beneficiaries
Kerry is doing some estate planning with his RRIF and wants to make sure it goes to his wife...
Can you transfer your full pension into an RRSP?
Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...
RRIFs and income splitting in the year of death
Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...
RESPs and Canadian non-residency
Cara and her family are becoming non-residents of Canada. They want to know what this means for their RESP...
Selling your home to your kids—for $1
You need to consider if the savings for your child are worth the risk to you
Bleeding your RRSP dry to save on tax when you’re dead
Chris is retiring and living on CPP, OAS and her RRSP. She wonders if she should take more than...
Leaving an inheritance for your grandchildren
Dan’s mother wants to use some of the proceeds from her home sale to help her young grandchildren save...
How single seniors can plan for retirement
Diane is worried about the prospect of retiring on her own especially given her limited ability to save