If clients need liquidity, there are options
Group says changes would help retirement savings, investor confidence
RRIFs, CERB and working from home have tax implications
Postponing retirement may be necessary for many due to the current market sell-off
Finance Minister Bill Morneau said the minimum withdrawal rate will be 25% lower for 2020
A breakdown of who benefits from the federal government’s proposed annuity
CLHIA is also calling on the government to expand the availability of VPLAs
Winter is ending.
The courts have ordered proceeds to be paid to someone other than the designated beneficiary.
In 2015, two things happened to make advisors ponder what RRIF income strategy is best for clients.