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...
Taxes
What’s the best time to transfer a TFSA between institutions?
Sandie wants to get the timing of her TFSA transfer right
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...
Family caregivers are missing out on help from the taxman
Here's a complete checklist of all the available tax credits and deductions available to caregivers
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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...
How Raj and Marie can net $80,000 annually—for life—from their nest egg
Raj plans to stop working at age 60 while his wife, Marie, 55, will work five more years
Selling your home to your kids—for $1
You need to consider if the savings for your child are worth the risk to you
Bleeding your RRSP dry to save on tax when you’re dead
Chris is retiring and living on CPP, OAS and her RRSP. She wonders if she should take more than...
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How should a 24-year-old invest a $500,000 inheritance?
Is investing it all in the stock market a good idea? Or should Eric consider a rental property?