Keyword: RRIF

39 results found
RRIF advice

Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

Parliament buildings at sunset

Current RRIF minimum withdrawal rules put seniors at risk of outliving their savings

Interior view of the Canada Commons of Parliament, Ottawa

The Finance Department is studying RRIFs in response to a House of Commons motion

tax season

Jamie Golombek reviews the strategies

A client scenario illustrates whether withholding taxes apply


The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling

Closeup of paper man pushing tax wooden block on table against gray background

The absence of withholding taxes can create unexpected consequences if no planning is done

Parliament buildings at sunset

The Liberals shifted the marker this year, dropping the minimum for each senior by 25%

Senior woman websurfing on digital tablet

A tax session at the IAFP symposium offered insight

Help your client avoid these estate planning pitfalls