Chess and retirement planning
The decumulation game requires a dynamic strategy
- By: Doug Carroll
- January 22, 2021 January 22, 2021
- 14:00
The decumulation game requires a dynamic strategy
Planning helps reduce the negative impacts
Help your client avoid these pitfalls
Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans
Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty
Help your client avoid these estate planning pitfalls
The province is considering whether to make virtual document signing permanent and whether marriage should still revoke a will
A judge found that a father’s RRIF belonged to the estate rather than son named on plan
Find out if your client is still eligible for the PRE
The pandemic provides an opportunity for client discussion
In most cases the additional costs — and headaches — aren’t worth it
If clients need liquidity, there are options
Knowing the answer will help you and your client prepare for incapacity
Find out what the CRA says about investment income and selling a business
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
What is a no-contest clause, and what do executors need to know?
The Registered Disability Savings Plan requires proper planning
Find out when your client’s investment income could be subject to the tax on split income
Exercising discretion with estate assets in trusts
A recent court case illustrates the risks that come with longer lives
Be aware of the rules and considerations for a tax-deferred property transfer
Find out the criteria for determining qualified farm property
Avoid these pitfalls to access the lifetime capital gains exemption
From Tax Court drama to cross-border gifts, the most-read articles from our roster of tax experts are still relevant today
Help your client choose a vacation property with these tips