Let clients know about available assistance
Three topics to discuss with your clients before the end of the year
The Liberals shifted the marker this year, dropping the minimum for each senior by 25%
A tax expert at the IAFP symposium discussed the factors to consider
Many retirees are ineligible for the government assistance being offered during Covid-19
The federal government has lowered the minimum RRIF withdrawal rate for 2020
A paper from the C.D. Howe Institute makes several recommendations
The minimum withdrawal rate is being reduced by 25% for 2020
The insurance industry group has recommended changes for the federal budget
Increased life expectancy and a fast grow senior population were key motivators for adding RRIFs to the robo-advisor service