Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation
Current RRIF minimum withdrawal rules put seniors at risk of outliving their savings
The Finance Department is studying RRIFs in response to a House of Commons motion
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
The absence of withholding taxes can create unexpected consequences if no planning is done
The Liberals shifted the marker this year, dropping the minimum for each senior by 25%
A tax session at the IAFP symposium offered insight
Help your client avoid these estate planning pitfalls