Investing tips for dual citizens of Canada and the U.S.
TFSAs are best avoided, RRSPs can work for you, and other financial wisdom
Taxes
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...
Disability, income splitting and tax reduction
Rob’s wife is unable to work due to a chronic illness. He’s trying to plan for tax reduction in...
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...
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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
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
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...
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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