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Withdraw your retirement savings without getting shortchanged

You undoubtedly accumulate retirement savings in various forms. In fact, RRSPs, TFSAs, LIRAs and other types of accounts all have their own special features, both when investing in these vehicles and when withdrawing income from them. So if you're near retirement, it's not always easy to know in which order to proceed.

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Optimize your estate planning in 6 steps

It was estimated in 2019 that $1 trillion will have been bequeathed to baby boomers in Canada by 2026. This windfall means that the boomer generation’s heirs will come into considerable wealth that they will have to manage. To make life easier for your loved ones, and especially your estate liquidator, you can take a number of measures.

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How much do you need to save for retirement?

This is an essential financial planning question. Even so, this simple but vital consideration comes with secondary questions that you must answer. When or at what age do you expect to retire? How much will your public pensions provide? Should you prioritize an RRSP or a TFSA? And, most important, what do you want to do in retirement? What are your plans and dreams?

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