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CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

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Why to cheer the IPP’s defined benefit provision

The DB provision will always provide a larger benefit than the DC provision

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Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

  • By: Lea Koiv
  • December 15, 2017 September 9, 2018
  • 12:03
Senior man running in the city

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

  • By: Lea Koiv
  • October 20, 2017 January 16, 2019
  • 00:00

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

  • By: Lea Koiv
  • September 22, 2017 September 4, 2018
  • 00:30

Pension splitting: special rules and planning opportunities

Find out how to help clients

  • By: Lea Koiv
  • June 8, 2017 September 5, 2018
  • 05:59

Think you know pension splitting? Take this quiz

See how you score on five questions

  • By: Lea Koiv
  • June 1, 2017 May 14, 2019
  • 05:59

How pension splitting works

Most tax filers don't take advantage of the rules. Make sure your client isn't one of them

  • By: Lea Koiv
  • June 1, 2017 September 4, 2018
  • 05:59