Home In Depth Special Reports Special Report on Retirement 2023

Special Report on Retirement 2023

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, 2023

The art of RRIF withdrawals

Helping your clients decide how much to take out, and when, involves many variables

  • November 13, 2023 November 13, 2023
  • 00:14

Common pitfalls when bringing your U.S. retirement accounts to Canada

How to bring 401(k)s and IRAs north of the border

  • November 13, 2023 November 24, 2023
  • 00:12

May/December couples face planning challenges

Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies

  • November 13, 2023 November 10, 2023
  • 00:10

The new retirement is a long haul

Rising life expectancies make planning a challenge, but new tools and strategies can help your clients reach their goals

  • November 13, 2023 November 10, 2023
  • 00:08

What to do with a pension when changing jobs

When a client moves to a new employer, decisions about their employee pension plan can have a profound effect

  • November 13, 2023 November 10, 2023
  • 00:07

When clients refuse to call it quits

Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans

  • November 13, 2023 November 27, 2023
  • 00:06