Is it better to list a beneficiary on registered investments or have the account go to the estate?
When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?
RRSP
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...
The 2022 tax brackets in Canada, based on annual income and broken down by province, too
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Tools and habits to stay on track with your money goals
Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...
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What newcomers need to know about investing in Canada
New to the country? Here’s your quick-start guide to the investing landscape in Canada, including tax-sheltered accounts, inflation and...
Should RRIF withdrawals be based on the younger spouse’s age?
Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.
The tax implications of gifting adult children money and more
A reader asks about investing in his RRSPs after 71, withdrawing from RRIF and a sizable gift of money...
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