With nearly $3.3-million in savings, what’s the most tax-efficient way for Tammy to draw down her RRSP?
Open this photo in gallery: Tammy, a self-directed investor with a large allocation in equities, is 64 and…
Can Morton, 69, passively rely on his pensions, RRSPs, CPP and OAS and still maintain his lifestyle?
Open this photo in gallery: Morton wants to maintain his lifestyle during retirement and give each of his…
How should Sid, 55, and Sherry, 46, draw down retirement savings given their age gap?
Open this photo in gallery: Sid and Sherry have a retirement spending goal of $80,000 a year after…
Should recently widowed Curtis, 55, draw from RRSPs before tapping into taxable investments?
Open this photo in gallery: Curtis wants to retire early from his job in software sales. He has…
Will Ellen, 62, need to downsize after retiring next spring?
Open this photo in gallery: Ellen hopes to retire next spring, while Roger plans to work for another…
How should Stan, 75, and Mabel, 67, divide their substantial savings to minimize taxes?
Open this photo in gallery: While Stan and Mabel know they can afford to take it easy, they…
Should Ann-Marie, 60, sell her condo so she can spend $100,000 a year in retirement?
Open this photo in gallery: Ann-Marie owns a condo worth about $950,000 that still has a $345,000 mortgage,…
Can Warren, 62, retire in two years while maximizing his RRSP and TFSA?
Open this photo in gallery: The couple has a mortgage-free house in Quebec and about $1.4-million in registered…
How much can Halle and Hank, both 50, pay for their kids’ postgrad studies without risking their retirement?
Open this photo in gallery: The couple is planning a home renovation in a couple years, and they…
Can Tom and Pat, both in their early 40s, retire by 50 and still spend $200,000 a year?
Open this photo in gallery: Tom and Pat are wondering how much they will need to save to…
Can Luke, 56, afford to retire soon while paying for his kids’ education?
Open this photo in gallery: Luke and Lori ‘run a pretty tight ship when it comes to spending,’…
Worried about market turmoil, do Estelle, 62, and Blake, 54, need to work longer than planned?
Open this photo in gallery: With all her savings tied to financial market performance, Estelle worries about the…