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.
TFSA
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...
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.
What is an emergency fund and how to build one
An emergency fund is a financial safety net designed to cover unexpected but necessary expenses, or bridge the temporary...
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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,...
8 key things about TFSAs and how Canadians use them
A BMO study shows TFSA usage is climbing but we're sorely lacking when it comes to understanding limits and...
How to make a spousal RRSP work for you
The Williams are doing well, but are looking for more ways to make their investments more efficient
How to build a $5,200 TFSA in a year
Pay off student debt or invest? It doesn't have to be an either or question
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Bring back the $10,000 TFSA
Canadians are paying hundreds more in taxes due to removal of boutique credits