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A woman in her 60s holds a coffee, pondering how to have the most tax-efficient retirement income plan

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How to have the most tax-efficient retirement income plan

Should you plan your retirement savings around paying the least amount of taxes? Find out the implications and the...

How to have the most tax-efficient retirement income plan

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Are annuities, bonds or GICs best for an 80-year-old’s money?

Terry has done well with higher-yield shares and ETFs, but is worried about rising interest rates

Are annuities, bonds or GICs best for an 80-year-old’s money?
A woman nearing retirement waters her garden

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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?

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

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Triggering losses by transferring investments to a TFSA

Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.” 

Triggering losses by transferring investments to a TFSA

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A man reads documents about his TFSA and other investments at work, as he plans his retirement.

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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?

A strategy for non-registered and TFSA accounts in retirement
Woman takes care of her mother, and without a job wonders if she can maximize her RRSP and TFSA with $0 income.

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Can you maximize your RRSP and TFSA with an income of $0?

With a year of no income, find out if it makes sense to max out registered accounts like an...

Can you maximize your RRSP and TFSA with an income of $0?
A middle-aged woman smiles as she sits on a couch near her niece

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Who to name as executor when family members aren’t an option

It’s not always possible or beneficial to name a family member or close friend as executor in your will....

Who to name as executor when family members aren’t an option

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Are spousal and child support payments taxable?

Spousal and child support payments are taxed differently. And lump-sum payments may come with their own tax implications.

Are spousal and child support payments taxable?

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A man on the beach with his grandson, because he was able to apply for CPP Survivor's Pension benefit

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What is the CPP Survivor’s Pension? How can Canadians claim this benefit?

When a spouse loses their partner, benefits are available to them through the government, such as the CPP Survivor’s...

What is the CPP Survivor’s Pension? How can Canadians claim this benefit?

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