Retiring soon… what you need to consider

You are retiring this year and are overwhelmed with all the information you are receiving. Read this if you’re not sure what to do with your hard-earned savings.

retirement

Retirement Annuities: The new trust

The advantages of Retirement Annuities when compared to that of the Trust confirm that should a trust not be the best suited vehicle, an RA can be the second best.

Brian Butchart: Is your trust still effective?

Recent changes to the income tax act have important consequences for anyone who transferred assets into a trust and may require some reconsideration in certain instances.