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Legacy Protection 1
Allan & Mary, Alexandria, Ontario Both in their late 60s, retired couple Allan and Mary were intent on protecting the legacy they had planned to leave for their four children. Concerned with the tax liability attached to substantial registered savings and...
2015 Federal Budget Highlights for Seniors
Several of the proposals in April’s Federal Budget spell “GOOD NEWS” for seniors. Here is a summary of the high points: Registered Retirement Income Funds – Reduction in Minimum Withdrawal Factors Applicable to 2015 and subsequent taxation years Pre-age 71 rates are...