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Resources - Retirement

Retirement Planning

Pension Income-splitting Provides Tax Planning Opportunities for Couples

The pension income-splitting rules provide an effective, yet simple, strategy to lower family taxes. Being able to split pension income provides an opportunity for couples to reduce their overall family tax bill by taking advantage of a spouse’s or common law partner’s lower marginal tax rate where retirement incomes are disproportionate.

Planning for certain risks in retirement

While your retirement date may still be several years off, and the goals you set today may seem even further off, it is never too early to begin preparation.

Helpful Resources for Canadian Seniors

Canada is rich in information resources and this overview consolidates key references providing easy access to senior information.

Caregiving in Canada

When someone becomes a caregiver, they can often be confused and overwhelmed by trying to find services to assist them in caring for their loved one. Many people do not know what services are available or where to begin to find these services. The good news is there are several options to assist you.