Advanced tax and estate planning

It’s important to understand how different tax implications could affect estate planning. In the event of your death, your RRSP, RRIF and/or TFSA plans may be impacted differently depending on the decisions you’ve made. 

Learn more about: 

• Advanced tax and estate planning: taxation at death of an RRSP annuitant

• Advanced tax and estate planning: taxation at death of a RRIF annuitant

• Advanced tax and estate planning: taxation at death of a TFSA holder
  

This material is for information purposes only and should not be construed as providing legal or tax advice. Reasonable efforts have been made to ensure its accuracy, but errors and omissions are possible. All comments related to taxation are general in nature and are based on current Canadian tax legislation and interpretations for Canadian residents, which is subject to change. For individual circumstances, consult with your legal or tax professional. This information is provided by The Canada Life Assurance Company and is current as of December 2021.

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