An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
RRIFs
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
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?
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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...
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...
Should Marcel move all his RRIF investments to a low-risk balanced fund?
He wants to lock in equity gains and reduce volatility
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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...