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Keyword: RRIFs

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Department of Finance will wrap up its study in June

Elder couple planning

Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

Financial protection for the future, nest egg, retirement savings

Current RRIF minimum withdrawal rules put seniors at risk of outliving their savings

colorful hot air balloons

The Finance Department is studying RRIFs in response to a House of Commons motion

US Gates are at Pearson Airport in Toronto

In many cases, doing nothing is the best option

Man sitting in front of computer holding his face in frustration

The proposed regime will allow the CRA to identify accounts that have grown significantly

5994395 - front view of the canadian parliament building , with nobody showing

Let clients know about available assistance

  • By: IE Staff
  • December 22, 2020 December 22, 2020
  • 11:00
enior couple meeting advisor

Three topics to discuss with your clients before the end of the year

5994395 - front view of the canadian parliament building , with nobody showing

The Liberals shifted the marker this year, dropping the minimum for each senior by 25%

mature woman with tablet

A tax expert at the IAFP symposium discussed the factors to consider