Annuities & Retirement Planning

An Annuity’s Taxable Portion Explained

Often my clients, who buy non-registered life annuities, ask me to explain why the lowest premium on a quote table[…]

My comments to “Should you consider an annuity?” by Kevin Press at BrighterLife.ca Should you consider an annuity? An annuity’s promise[…]

From the C.D. Howe Institute: Outliving Our Savings: Registered Retirement Income Funds Rules Need a Big Update Click here for[…]

In this article “Change RRIF drawdown rules: C.D. Howe” from Investment Executive not only makes some good points but raises[…]

In this very recent issue of Forbes magazine there was an enlightening article on life annuities, “Use Annuities To Protect[…]

Retiring today is not as simple as it was for previous generations. Most new retirees and those about to retire[…]

My comments on “Saving enough isn’t the only worry in retirement” by Craig Sebastiano | May 15, 2014 from Benefits Canada. This[…]

My comments on a recent article in the Toronto Star “How living longer can hurt your retirement planning” by Moshe A.[…]

My comments on “Should your life expectancy be part of your financial planning?” by Garry Marr of the Financial Post. From[…]

Did you know your savings annuity can last beyond your lifetime? I speak to annuity clients or those engaging in[…]