Posted by lbourgeois on Wednesday, March 18, 2009.
Rollover is not the only option A number of years ago a client called the day after his wife passed away. He wanted to come in as soon as possible to transfer her RRSP over to his name. A few months later we were talking and he said he shouldn’t have made such a quick decision. It would have been better if funds had been paid out and taxed to his late wife. Based on their tax situation, he was right. Read more
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