How to calculate the taxable amount for a cashed-in whole life insurance policy
Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....
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A strategy for non-registered and TFSA accounts in retirement
Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?
Can you maximize your RRSP and TFSA with an income of $0?
With a year of no income, find out if it makes sense to max out registered accounts like an...
Target-date funds in Canada: Investing for the year you plan to retire
Looking for a way to simplify your retirement investment strategy? A lot of people in Canada are meeting that...
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How to plan for retirement in five or 10 years
When deciding to retire in five or 10 years, there are a few things to consider, in addition to...
Should you collect CPP and OAS while working in your 60s?
If you’re in your 60s and plan to remain in the workforce, here’s what you need to know about...
When should you withdraw money from your corporation to invest?
Is taking money out of a corporation to invest in RRSPs, TFSAs and real estate a good decision? What...
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Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis
You may be hearing about new products that sound like tontines, even if they’re not called tontines. Here’s why....