Using pension money to pay down debt
Vanquishing all debt before retirement is ideal but not always absolutely necessary
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Vanquishing all debt before retirement is ideal but not always absolutely necessary
Pooled funds are one option for large portfolios but not necessarily the best
When it comes to investments, naming a beneficiary may supersede a will
And who reports withholding taxes to the IRS—me, or the investment company?
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In Canada, paying into CPP if you work—at whatever age—is mandatory
There are no guarantees of who will inherit the estate
TFSA, RRSP and LIRA accounts require special attention once a year
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Not everyone qualifies for the lifetime capital gains exemption, but there are other options
