TFSAs & RRIFs: What’s the difference between beneficiaries, successor holders and successor annuitants?
A Certified Financial Planner helps a reader understand these titles, the differences and which one is best.
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CPP vs RRSP: Can you transfer your CPP to an RRSP?
Is it possible to transfer CPP to an RRSP? The answer is a quick one, but there’s more to...
Do RRIF beneficiaries pay tax?
Is it possible to avoid tax as a RRIF beneficiary? Find out if timing could be an issue, as...
Should you take RRSP withdrawals to pay down debt?
With a partner out of work, this reader is considering a RRSP withdrawal to try to reduce her mortgage...
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Selling your house? Here’s where to invest the proceeds
What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here's how robo-advisors might work.
How a young family can make the best use of an insurance payout
Katie and Tom just received a tax-free, lump-sum insurance payout. They’d like advice on how to prioritize RRSPs, TFSAs,...
Can you transfer your full pension into an RRSP?
Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...
How to decide when to convert RRSPs to RIFFs
Bart has three RRSP accounts and wants to know how his RRIF withdrawals are calculated
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How to roll over money from an RRSP to an RDSP?
With a disability saving plan, be sure to include rollover details in your will