Home Retirement Retirement News Page 11

Latest news in Retirement News

Rein in RRIF withdrawals

Many people are retiring with so much money that they’re still in the highest tax bracket when they retire. Here’s what you can do to…

Mackenzie launches 3 products for retirees

The products aim to help investors stretch retirement incomes.

  • By: Staff
  • December 1, 2014 September 6, 2018
  • 10:36

Clients buying U.S. property? Consider trusts

Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.

Tax break today, legacy tomorrow

Make the most of the Ecological Gifts Program.

Dementia puts families, advisors, at risk

Alzheimer’s disease and other forms of dementia are forcing many advisors and their elderly clients into ethical and practical grey zones, reports Investment News.

  • By: Staff
  • November 7, 2014 September 6, 2018
  • 00:00

How to handle market ups and downs

It’s been a wild couple of weeks for the stock market, with enough ups and downs to spark recession-era memories.

Help clients secure their retirements

Does the 4% withdrawal rate still hold?

  • By: Scot Blythe
  • November 3, 2014 September 10, 2018
  • 06:00

Advisor analysis – Carol Plaisier

Widows are coping with all kinds of emotions, including grief, fear and worry about the unknown. I usually start by making it clear that, when…

Why the current retirement age hurts clients

Longevity risks, combined with a shrinking working population, are causing enormous shockwaves in the pension system.

Sustainable Withdrawal Rates of common drawdown strategies

Help reduce the probability of clients running out of money in retirement

  • By: Jim Otar
  • October 31, 2014 September 8, 2018
  • 00:00

Take this estate planning quiz

Test your knowledge of wills, trusts and estates.

Advisor analysis – Sterling Rempel

It is regrettable that Sheila’s husband died without a will…and it could happen to her. Does she have a will, an enduring power of attorney…

Advisor analysis – Jennifer Black

Sheila’s first act should be to contact a funeral home to arrange a funeral and have a death certificate prepared. I would suggest she ask…

Sheila: Retirement Resource Centre Case Study

The untimely death of one woman’s husband leaves this widow wondering if a comfortable retirement is out of reach.

Give the gift of life

A client called me earlier this year with a strange question. He wanted to know if donating an organ or a piece of an organ…

Advising clients with short careers

How to help ultra-high earners with short careers

Adding some alternatives

Looking for stable, low volatility investments? Then consider buying alternative assets.

Leverage insurance policies for yield

Use immediate leveraging with insurance in a low-rate environment.

Ailing parents need their children’s help

Client profile Toronto-based couple is considering moving closer to either set of their elderly parents, each of whom live outside Ontario and have health problems.…

Hot topic: Should you become your clients’ estate planning expert?

The baby boomers have had an impact on Canadian society ever since they came kicking and screaming into the world between the years 1946 and…

Keep an eye on income investments

With rates potentially rising in 2015, now’s a good time to shift out of interest rate sensitive stocks.

Top 5 estate administration mistakes

Help executors avoid these common errors.

What not to do in estate planning

Avoid common mistakes

Protect philanthropic clients

Make sure charitable bequests are honoured.

  • By: John Lorinc
  • August 18, 2014 September 6, 2018
  • 00:00

Four things retirees need to know about buying American real estate

In a couple of months, Canada’s airports and highways will once again be busy with retirees making their annual migration south. About 1.3 million Canadians…