RRIFs – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 17 Apr 2024 19:58:45 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png RRIFs – Investment Executive https://www.investmentexecutive.com 32 32 TFSAs, RRSPs and more could see changes in allowed investments https://www.investmentexecutive.com/news/products/tfsas-rrsps-and-more-could-see-changes-in-allowed-investments/ Wed, 17 Apr 2024 19:08:04 +0000 https://www.investmentexecutive.com/?p=484172 Qualified investments review could lead to lower costs for investors but also restrictions

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Last-chance RRSP opportunities for your 71-year-old client https://www.investmentexecutive.com/inside-track_/jamie-golombek/last-chance-rrsp-opportunities-for-your-71-year-old-client/ Mon, 18 Dec 2023 20:00:01 +0000 https://www.investmentexecutive.com/?p=477469 Before 2023 ends, take advantage of these two planning points

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Planning for cash flow after death https://www.investmentexecutive.com/insight/columns/planning-for-cash-flow-after-death/ Fri, 08 Dec 2023 20:35:35 +0000 https://www.investmentexecutive.com/?p=477006 In a client scenario, an advisor fails to plan for an estate’s tax liabilities

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The art of RRIF withdrawals https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-art-of-rrif-withdrawals/ Mon, 13 Nov 2023 05:14:00 +0000 https://www.investmentexecutive.com/?p=474697 Helping your clients decide how much to take out, and when, involves many variables

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Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals https://www.investmentexecutive.com/news/industry-news/why-clients-with-large-rrsps-and-rrifs-might-benefit-from-earlier-withdrawals/ Tue, 11 Jul 2023 19:23:24 +0000 https://www.investmentexecutive.com/?p=467911 Strategic withdrawals allow clients to smooth out their income levels over retirement

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Federal government passes 2023 budget implementation bill https://www.investmentexecutive.com/news/from-the-regulators/federal-government-passes-2023-budget-implementation-bill/ Fri, 23 Jun 2023 14:35:08 +0000 https://www.investmentexecutive.com/?p=467895 Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now

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Tax reforms needed to Canada’s retirement regime: C.D. Howe Institute https://www.investmentexecutive.com/news/industry-news/tax-reforms-needed-to-canadas-retirement-regime-c-d-howe-institute/ Thu, 22 Jun 2023 20:17:31 +0000 https://www.investmentexecutive.com/?p=467864 Study argues for providing Canadians more retirement savings room, allowing OAS/CPP deferral after 70

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Finance tables report reconsidering RRIF minimum withdrawal rates https://www.investmentexecutive.com/news/industry-news/finance-tables-report-reconsidering-rrif-minimum-withdrawal-rates/ Thu, 22 Jun 2023 14:27:35 +0000 https://www.investmentexecutive.com/?p=467755 Study examines whether assumptions that underlie RRIF withdrawal factors are still appropriate

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Outdated RRIF rules could get overhaul https://www.investmentexecutive.com/inside-track_/jamie-golombek/outdated-rrif-rules-could-get-overhaul/ Wed, 17 May 2023 19:00:52 +0000 https://www.investmentexecutive.com/?p=465712 Department of Finance will wrap up its study in June

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Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says https://www.investmentexecutive.com/news/industry-news/fp-canada-says-planners-need-to-see-the-bigger-picture-on-rrif-withdrawals/ Wed, 26 Apr 2023 18:35:28 +0000 https://www.investmentexecutive.com/?p=464476 Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

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