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If you’ve recently been widowed, make sure you take advantage of the tax-deferred rollover that allows your spouse’s RRSP to transfer into yours with no tax consequences and without needing additional contribution room. With the loss of your spouse/partner you may be concerned about having to save for retirement on your own. If you’re working, … Read More

In Blog, Estate Planning, Financial

RRSPs — A Widow’s Guide to the Tax-Deferred Rollover for RRSPs

Bill BergenFebruary 12, 2018February 12, 2018

It’s RRSP “season”, a term you’ll hear often in the first 60 days of any calendar year in Canada*. I’m sure you’ve seen many commercials on TV and online trying to convince you to set up or contribute to a registered retirement savings plan. As common as RRSPs are, I’m often asked basic questions about … Read More