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Viewpoints about Pension plans
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Fighting the Clawbacks – Reduce Line 23400
Strategies to safeguard your government retirement benefits
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Common wealth transfer mistakes (national edition)¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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The pension decision: To commute or not to commute?
Leaving a company? Deciding whether to leave pension assets with your employer or move them to a personal locked-in RRSP or Locked-in Retirement Account (LIRA).
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Unlocking locked-in funds
Locking-in restrictions hamper retirement income options. Take advantage of withdrawal limits to unlock pension savings while keeping them sheltered from tax.
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Spousal RRSPs
A spousal registered retirement savings plan is an opportunity for income splitting and tax saving. Find out how you can take advantage with Manulife Investment Management.
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Capitalizing on Capital Losses
Have you or your spouse realized capital gains over the past three years? Recover the taxes – and rebalance – by selling an investment that’s fallen in value.
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2020 Advisor Quick Reference Guide
The 2020 Advisor Quick Reference Guide includes all the latest tax rates and resources, conveniently in one booklet.
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Little Known Facts About the Canada/Quebec Pension Plan
The year you begin receiving Canada/Quebec Pension Plan income will greatly impact how much you'll benefit over the years: Here's how to make the right choice.
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IPPs at a glance
IPPs are becoming more popular in part because limits have been raised. Here are the latest 2019 contribution amounts, as well as projected annual pensions.
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