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Retirement

Financial Planning

The best way to transfer investments to your spouse

Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the...

The best way to transfer investments to your spouse

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How to make the right pension decision when longevity is so variable

Should Richard take 100% of his pension or just 60% in case he predeceases his wife? Here's what to...

How to make the right pension decision when longevity is so variable

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She’s 34 and wants to retire at 65 with $70,000 a year. Can she?

Jenna's quick calculations show she'll need $2 million in savings. Is that really true?

She’s 34 and wants to retire at 65 with $70,000 a year. Can she?
Calculating taxes on an inherited RRIF

RRIFs

After inheriting a RRIF account, how to know what you owe the taxman

Randy’s wife is the beneficiary of her late mother’s RRIF, and she wants to avoid penalties and interest on...

After inheriting a RRIF account, how to know what you owe the taxman

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An advisor is charging 1.95% for an ETF portfolio. That’s too high.

Doris wants to know what she should be paying for her $100,000 portfolio.

An advisor is charging 1.95% for an ETF portfolio. That’s too high.

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What’s better, a LIRA or an enhanced pension?

And which is best if Craig wants to leave money to his kids?

What’s better, a LIRA or an enhanced pension?

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Can we retire in 10 years and earn $50,000 annually?

Sally and Wade hope to have an annual income of $50,000 annually from pensions and investments

Can we retire in 10 years and earn $50,000 annually?

Columns

Why so many athletes run into financial trouble

A look at the challenges athletes face after retiring from short sports careers

Why so many athletes run into financial trouble

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Financial Planning

How does a LIRA work after a pension transfer?

Ted is confused about his investment options after leaving a DC pension, and whether his pension money would be...

How does a LIRA work after a pension transfer?

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