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Retirement (Page 1 of 36)

The new rules of retirement: How our longevity is changing the game

More years may mean more ideas on retirement choices, how to invest and when to take your Canada Pension Plan.
June 24, 2022
Retirement

The prescribed loan rate is rising: Here’s how it could affect your tax strategy

The prescribed rate is increasing to 2% on July 1, 2022. If you use prescribed rate loans as part of your tax strategy, this increase could affect your financial plan. Georgia Swan, Tax and Estate Planner at TD Wealth, joins Kim Parlee to look at these changes and how they could impact your plans for income splitting.
May 30, 2022
Retirement / Family / Your Business

Ask MoneyTalk: Do RRSPs automatically roll over to a spouse in an estate?

A Registered Retirement Savings Plan gets special treatment when it comes to settling an estate. So what do you need to know about your spouse’s retirement savings, should they suddenly pass away? Julie Seberras, Senior manager of Wealth Planning Support, joins Kim Parlee for this Ask MoneyTalk about how RRSPs and other retirement savings can roll over to you in case a spouse dies.
May 25, 2022
Retirement / Family

Ask MoneyTalk: New province, new Will?

Major life events often trigger a need to update your Will, but should you update your Will if you are moving across the country? Julie Seberras, Senior Manager of Wealth Planning Support at TD Wealth, joins Kim Parlee to discuss when a move to a new province, or even a new country, may require you to update your estate plans.
May 20, 2022
Retirement / Family

Mom-owned businesses: What to know when it’s time to sell

It’s estimated that one in three women-owned businesses is actually a mother-owned business. For many women, the need for flexibility can be part of what drove them to become entrepreneurs. So what happens when it’s time to sell the business? Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, joins Kim Parlee to share the story of Mabel’s Labels and the importance of preparation in finding an exit strategy that works for you.
May 6, 2022
Retirement / Your Business