Should you leave corporate savings in your company?
Chris has a lot of money saved in his corporate bank account and wants to take it out with...
RRSP
How does a spousal RRSP withdrawal work?
Who can claim an RRSP withdrawal as income—the contributor or the spouse—and when it’s best to take any money...
The process of unlocking a LIRA account in Canada
What can you do? What can’t you do? Let’s clarify some conflicting online information about locked-in retirement accounts.
Converting mutual funds: The benefits, the risks and the costs
How to deal with DSC fees when redeeming mutual funds and find out if it’s worth paying the fees....
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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.
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.