Retirement Planning

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  1. Maxing Out Your RRSP (Canadian)

    Increasing your savings will provide tax benefits - and peace of mind.
  2. Leaving Inheritance To Children Easier Said Than Done

    Consider your own retirement needs when deciding whether to leave an inheritance.
  3. Should You Put Your Faith In A Trust?

    Many institutions want a piece of your portfolio, but trusts can provide a one-stop shop.
  4. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without penalty when I leave the country?

    Should you decide to invest in a Traditional IRA and receive a tax deduction for your contribution, the amounts that you ...
  5. If an individual still has his or her former spouse as the beneficiary of an IRA, does the former spouse receive the assets upon the individual's death?

    It depends. Generally, divorce does not effectively change a beneficiary designation unless the divorce decree makes a stipulation ...
  6. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

    First, some background: during the first two years after a SIMPLE IRA is established, assets held in the SIMPLE must not ...
  7. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. Can my spouse still transfer my IRA assets tax-free to her own IRA?

    A spouse who is the sole primary beneficiary of an IRA can always treat the IRA as his or her own. The contingent beneficiary ...
  8. My company has three partners but plans to hire more this year. Would we be better off with an SBO-401(k) or a SIMPLE IRA?

    It depends.The SBO-401(k) plan is suitable if the plan covers only the business owners - in this case, the partners in the ...
  9. Should I start taking my RMD based on the amount in my account when I turn 70.5?

    Because your balance may have changed from December 31 to the date you reach age 70.5, using that balance may result in an ...
  10. What should I consider when I select an executor for my will?

    The executor of a will is the person designated with the task of administering the will's instructions. The responsibilities ...
  11. How can I get information about my deceased husband's retirement account if his employer withholds it?

    That is unusual. Contact his employer again and if you are not satisfied with the response, ask to speak with a supervisor ...
  12. Estate

    A person's estate is everything comprising the net worth of an individual, including all land, possessions and other assets.
  13. Social Security Number - SSN

    A nine-digit number assigned to citizens, some temporary residents and permanent residents in order to track their income ...
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Hot Definitions
  1. Short Covering

    Short covering is buying back borrowed securities in order to close an open short position.
  2. Covariance

    A measure of the degree to which returns on two risky assets move in tandem. A positive covariance means that asset returns ...
  3. Liquid Asset

    An asset that can be converted into cash quickly and with minimal impact to the price received. Liquid assets are generally ...
  4. Nostro Account

    A bank account held in a foreign country by a domestic bank, denominated in the currency of that country. Nostro accounts ...
  5. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  6. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
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