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Retirement

Columns

The magic numbers for your findependence nest egg revealed

The latest RBC poll findings, including tips on how to build your savings

The magic numbers for your findependence nest egg revealed

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Why it’s still worth it for high-income seniors to apply for OAS

Eileen is worried about the adverse impact on her taxes if she applies for OAS, and wonders if she...

Why it’s still worth it for high-income seniors to apply for OAS

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The limits of Old Age Security survivor benefits

Lillian lost her husband and wants to know what happens to his Old Age Security pension.

The limits of Old Age Security survivor benefits

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What’s the best time to transfer a TFSA between institutions?

Sandie wants to get the timing of her TFSA transfer right

What’s the best time to transfer a TFSA between institutions?

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Annuities

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...

The downside of naming children as RRIF beneficiaries

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Should Marcel move all his RRIF investments to a low-risk balanced fund?

He wants to lock in equity gains and reduce volatility

Should Marcel move all his RRIF investments to a low-risk balanced fund?

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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...

Can you transfer your full pension into an RRSP?

Annuities

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...

RRIFs and income splitting in the year of death

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How to invest for an unexpected early retirement

Should Danny downsize, invest differently, or clear his debts?

How to invest for an unexpected early retirement

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