How Kelvin and Rosita, both 64, can transfer wealth to their four kids with an estate freeze
Open this photo in gallery: Kelvin and Rosita have a mortgage-free house in the Greater Toronto Area and…
As Ross, 62, nears retirement, how can he minimize taxes now – and for his estate in the future?
Open this photo in gallery: Assuming Ross retires now and 2026 is his first low-income year, he should…
How much should Jodi, 74, spend in retirement without leaving a big estate?
Open this photo in gallery: Jodi’s tentative retirement spending goal is $90,000 a year after tax.Sammy Kogan/The Globe…
How should Vince and Mindy wind down their $500,000 corporate account in retirement?
Open this photo in gallery: Vince and Mindy’s retirement spending goal is to maintain their standard of living…
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…
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…
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…
With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?
Open this photo in gallery: Omar wants to join his wife, Tanya, in retirement, but is unsure that’s…