Jonathan Chevreau

You don’t want to miss the conversion deadline at the end of the year you turn 71—you’ll be on the tax hook for the entire balance.

New analysis from the National Institute on Ageing makes a strong case for delaying Canada Pension Plan payments to age 70. Does everyone else agree?

What’s it like to convert a LIRA to an annuity? Follow along as this financial journalist does it for the first time.

Financial fraud is proliferating and growing ever more sophisticated. How to protect yourself and your elderly loved ones from being scammed. Financial fraud is proliferating and growing ever more sophisticated. How to protect yourself and your elderly loved ones from being scammed.

According to the book Die with Zero, we should all run out of money just as we run out of life. Here’s a summary of that book and a few others that explore this theme and variations on it.

According to the book Die with Zero, we should all run out of money just as we run out of life. Here’s a summary of that book and a few others that explore this theme and variations on it.

Web platform RetireMint offers something most other sources of retirement planning information don’t: advice on the non-financial aspects of quitting work for good.

While not guaranteed like an annuity, MyRetirementIncome is a flexible and simple financial product for those needing to convert nest eggs into income.

Forced to become an entrepreneur, Alain Guillot forged an unconventional career as a financial pundit in Canada as an immigrant.

Those at or near retirement need to account for slightly higher tax brackets for 2025, as well as higher Basic Personal Amount and OAS clawback thresholds.