RRIF

Federal Budget 2015: Settling Accounts

The federal government balanced the books in 2015, but Finance Minister Joe Oliver’s first budget still contains some gifts that will play well with your clients.

By Staff |April 21, 2015

1 min read

Industry

Lower RRIF rates; more changes to T1135

Budget 2015 has been released.

By Jessica Bruno |April 21, 2015

3 min read

Industry

Plans to increase TFSA limit come under fire

Liberal and New Democrat politicians are criticizing the government’s plans to increase TFSA contribution room, a move expected in today’s budget.

By Jessica Bruno |April 20, 2015

3 min read

Tax News

IRS updates RRSP and RRIF reporting rules

New rules are a welcome change.

By Kevyn Nightingale |December 12, 2014

3 min read

Market Insights

Don’t blame mandatory RRIF withdrawals

A recent paper by the C.D. Howe Institute’s William B.P. Robson and Alexandre Laurin suggests mandatory RRIF withdrawal rates are the main cause of premature portfolio depletion.

November 26, 2014

5 min read

Industry

Time to lower RRIF minimums

A growing body of analysis suggests current minimum RRIF withdrawals are too high and need to be revised to reflect new economic realities facing seniors and the broader economy.

By Staff |October 30, 2014

1 min read

Industry

Should we lower RRIF withdrawal rates?

CALU has submitted its recommendations for the 2015 Federal Budget to the House of Commons Standing Committee on Finance.

By David Wm. Brown |October 29, 2014

2 min read

Industry

Many Canadians don’t have a workplace retirement plan

Fewer than half of Canadians 25 years of age and older have a workplace retirement savings plan.

By Staff |October 15, 2014

1 min read

Tax News

IRS drops Form 8891 for RRSPs

The IRS has just made it easier for taxpayers with RRSPs or RRIFs to get favorable U.S. tax treatment; it’s also taken steps to simplify procedures for U.S. taxpayers with these plans.

By Staff |October 8, 2014

2 min read

Industry

De Thomas Financial won’t compensate retiree

De Thomas Financial is refusing to give a retired retail investor $254,323 in compensation for unsuitable investments, despite a recommendation the Ombudsman for Banking Services and Investments, the watchdog says.

By Staff |October 30, 2013

2 min read

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