For many Canadians, achieving a secure retirement is a significant financial objective demanding substantial commitment. With 49% aspiring to retire before 60*, prudent planning is essential. If you’ve initiated your retirement plan…
A Registered Retirement Savings Plan (RRSP) is a government-registered retirement strategy allowing you, your spouse, or common-law partner to establish and contribute until retirement age. Maximize its benefits wisely.
Estate planning isn’t exclusive to the wealthy. Families are often startled when provinces govern the estates of Canadians without a will. Secure your legacy by proactively planning and avoiding potential complications.
A Registered Retirement Income Fund (RRIF) is a government-regulated investment plan. Transfer your registered funds, typically from your RRSP, into a RRIF to enjoy steady income while complying with Canadian requirements.
A will is a formally executed document that designates an executor to manage the estate, dictates the handling of assets and liabilities, and addresses other important instructions for the distribution of one’s affairs.
The Tax-Free Savings Account (TFSA) is a registered savings account enabling tax-free investment income. Contributions are non-deductible, but the account offers a flexible and tax-efficient way to grow wealth.
A Life Income Fund (LIF) is a retirement plan utilizing locked-in pension funds, offering control over investments. Similar to a RRIF, it mandates a minimum annual withdrawal while providing financial flexibility.
Annuities are straightforward investment tools providing a lifetime income. Establishing an annuity involves purchasing a guaranteed stream of payments. Examples include the Canada Pension Plan.
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) maintain tax-deferred status for pension proceeds upon leaving a company. While LIRAs lock in funds, they offer investment flexibility.
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