Year-end tax and financial planning considerations
Some strategies are time-sensitive, while others can help you start the new year on the right foot.
Retirement income
What happens to a RRIF when the account owner dies?
Find out if a RRIF goes to the beneficiaries or spouse when the holder of this registered account passes...
When your pension isn’t big enough, what do you do?
With a mix of pension benefits, registered accounts and other assets, it’s entirely possible to build a comfortable retirement.
How to consolidate your registered accounts for retirement income in Canada
Do Canadians need to consolidate RRSP accounts before converting to RRIFs? Find out this and more.
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New to Canada and no pension: How to save for your retirement
How much money do you need to retire in Canada, and what sources of income can you rely on...
How to manage as a single parent with no pension
It’s hard but not impossible for those raising kids on their own to plan and save for retirement without...
Which savings should retirees draw down first?
Seniors seeking a decumulation strategy may be asking the wrong questions. Start with your spending plan, then model how...
30 and no pension: What are your options?
Many 30-year-olds are at the crossroads of some major life expenses. Here’s how to save for retirement during a...
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How does a reverse mortgage work in Canada?
A reverse mortgage advances you funds from a house you own. Find out if this option is right for...