A fine balance: Getting the risk right in RRIFs

17 November 2009
The first boomers are entering retirement, leading to more requests for advice on RRIFs

Investment Executive, Rosemary McCracken

Counselling clients on their RRIFs is likely to become a larger part of virtually every financial advi-sor’s practice. Canadians are living longer in general, and with the front end of the baby boomers – typically, an affluent lot –– entering retirement over the next few years, there are likely to be many more people with lots of questions about their RRIFS.

Issues range from the types of assets to hold in RRIFs, how and when to receive payouts, how to minimize taxes on mandatory payouts and how to make RRIFs last over those ever-increasing lifespans.

Read the full article

About Stewart & Kett

Stewart & Kett Financial Advisors Inc.
We are based in Toronto, Ontario, Canada
We are moving and will post our new address as soon as possible