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…
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…
At 44 years old, can Taye retire from his government job as early as next year?
Open this photo in gallery: Taye and his wife, Gigi, both 44, have two teenage children and a…
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…
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…
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…
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…