retirement planning Archives - Page 3 of 17

Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied”...

I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.

The party’s platform proposals may impact RRIF minimum withdrawals, income tax and more. Here’s how Canadians can plan for...

Maxing out employer contributions is an easy way to boost your retirement savings. Here’s how to do it without...

Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...

Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted...

There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...

Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of seniors unable to leave their...

Canadians must begin taking RRIF withdrawals the year after converting an RRSP. What happens if you convert only part...