Viewpoints about Retirement
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Guarding beneficiary designations — recent developments
Recent legal challenges could keep funds from going to named beneficiaries. This summary includes some tips so advisors can help protect their clients’ intent.
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Access retirement savings during a pandemic
Comparing Quebec’s COVID temporary income measure to a suggested RRSP withdrawal COVID measure.
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Age Appeal
How do you measure the success of your investment strategy? An investment strategy is successful if it delivers the money investors need at the right time, allowing them to reach specific goals. Learn how a goals-based approach to financial planning can work for your clients.
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Goals Based Investing
Goals based investing identifies the amount of money required at different times throughout your life and creates investment strategies accordingly. Find out how.
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TFSA: The facts
What is a TFSA? Everything you need to know about a TFSA and some tips on how to maximize the tax-free investing available with these plans
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Prescribed annuities issued after 2016: Impact of the legislation
Changes made to the taxation of prescribed annuity contracts (PACs) impacts the proportion of the annuity payment that will be taxable income.
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Maximizing discretionary RRIF income by borrowing to invest
A great strategy for investors with discretionary RRIF income looking to put that income to good use. By borrowing to invest, investors can achieve tax savings each year, and gain the potential to significantly increase the value of their non-registered investment portfolio over the long term.
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