Clients retiring today are living longer, and many have changed jobs throughout their careers — sometimes including work overseas. This year’s Special Report on Retirement examines these complex scenarios, including how to manage employee pensions after a job change, what to do with U.S. retirement accounts, and how to help May/December couples plan for retirement. There are also strategies for RRIF withdrawals and for clients who return to work after retiring.
November 12, 2023Helping your clients decide how much to take out, and when, involves many variables
How to bring 401(k)s and IRAs north of the border
Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies
Rising life expectancies make planning a challenge, but new tools and strategies can help your clients reach their goals
When a client moves to a new employer, decisions about their employee pension plan can have a profound effect
Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
