Ask a Planner Archives

Different retirement income strategies using registered accounts produce different outcomes. You must pick your priorities.

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and...

A MoneySense reader is worried about a real estate transfer that her mother made to her that could become...

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

If you receive a severance package, you’ll have choices to make around your finances. Here’s how to make the...

While most Canadians will benefit from continuing to contribute until the day they retire, some will be better off...

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

A MoneySense reader is not familiar with the Canada Pension Plan death benefit. Here is a primer

During your working years, you may receive tax refunds due to the withholding tax on your paycheque—but things change...