Tag: Warren MacKenzie

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How much should Lucy and Lance save to live comfortably and pay for care in later life?

Added to Collection on: 2021-01-01 22:52:30

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Pensions in Canada
Finance
Registered Retirement Savings Plan
Money
Tax-free savings account
Donor-advised fund
Charitable organization
Income tax in the United States
Foundation
Income tax
Lance
Lucy
Warren MacKenzie

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Can Bernadette help her children buy homes of their own without jeopardizing her retirement goals?

Added to Collection on: 2021-02-19 23:03:45

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Money
Pensions in Canada
Economy
Registered Retirement Savings Plan
Tax-free savings account
Pension
Registered retirement income fund
Canada Pension Plan
Index fund
Defined benefit pension plan
Life annuity
Finance
Bernadette
Warren MacKenzie

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Can Irene give her children an advance on their inheritance without triggering a huge tax bill ...

Added to Collection on: 2021-09-17 21:56:15

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Economy
Countries
Government
Taxation in Canada
Taxation in New Zealand
Taxation in Spain
Taxation in the Czech Republic
Taxation in the United Kingdom
Tax-free savings account
Capital gains tax
Income tax in the United States
Tax avoidance
Irene
Warren MacKenzie

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Can Ruby afford to retire without jeopardizing her and her husband's lifestyle? - The Globe and Mail

Added to Collection on: 2022-02-11 23:51:08

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Pensions in Canada
Finance
Money
Banking in Canada
Tax-free savings account
Registered Retirement Savings Plan
Personal finance
Registered retirement income fund
Retirement
Pension
Ruby
Warren MacKenzie
Rhys

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What's the best way for Owen, 61, to financially manage a chronic illness?

Added to Collection on: 2023-11-25 18:28:15

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Annuities
Actuarial science
Personal finance
Registered Retirement Savings Plan
Tax-free savings account
Life annuity
Annuities in the United States
Annuities in the European Union
Financial planner
Pension
Owen
Warren MacKenzie

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