I’ve decided I want to spend more of my retirement savings on things like travel and my grandchildren. I’m wondering if I should direct my adviser to take it from my RRIF, TFSA or taxable account. I’d like to minimize the amount of tax I’m paying, if possible.
The Globe And Mail has asked John.
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I’m newly retired, in my late 60s, and in relatively good shape. I want to continue investing, but I’m also a bit hesitant to get into what seem like volatile markets with my retirement savings, as I would like the money to last as long as possible. Are there strategies you can suggest that pay stable and consistent income, and are still tax efficient?
I understand that tax advantages of donating shares (especially with capital gains) will be reduced for next tax year. Should I look at both donor-advised funds as well as direct donations before the year ends?
The Globe And Mail has asked Jeremy.