Practice

CE Course: Seven deadly sins of distribution portfolios

Course Summary Financial planner and market theoretician Jim Otar debunks common misconceptions concerning distribution portfolios. This course is accredited by IIROC, FPSC, The Institute for Advanced Financial Education, and the Insurance Council of Manitoba. Please see Accreditation Details for more information. Some of the most common precepts of retirement planning don’t hold up under close scrutiny. […]

December 2, 2014

19 min read

Hot topic: Dealing with longevity risk

When clients transition from their “saving years” to having to live off their assets, they face a number of new risks. Primary among them is longevity risk – the possibility that their earnings won’t sustain their spending and they will outlive their assets.

By Camilla Cornell |December 2, 2014

7 min read

Rein in RRIF withdrawals

Many people are retiring with so much money that they’re still in the highest tax bracket when they retire. Here’s what you can do to help your clients mitigate the tax hit.

By Bryan Borzykowski |December 2, 2014

4 min read

Mackenzie launches 3 products for retirees

The products aim to help investors stretch retirement incomes.

By Staff |December 1, 2014

1 min read