Maintaining your asset allocation while you draw down funds from a RRIF
If you plan on managing your own investments in retirement, here’s a simple way to rebalance your portfolio.
RRIFs
Can Canadian seniors collect government benefits while still working?
Rose is transitioning to semi-retirement at 65, and wonders about the tax and clawback implications of receiving CPP and...
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
The ins and outs of tax and estate planning for a RRIF
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death
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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...
What’s better, a LIRA or an enhanced pension?
And which is best if Craig wants to leave money to his kids?
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...
Getting the most out of retirement income planning with an older spouse
Ellen is curious how pension income splitting works when there is a big age difference between spouses. There are...
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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...