Episode 115 | RRSP vs. TFSA, beneficiary pitfalls, and much more: timely tax and estate strategies with John Natale
About this episode
The episode discusses tax and estate strategies, focusing on RRSPs, TFSAs, and the importance of financial advice.
Hosts Kevin Headland and Macan Nia recently sat down with John Natale, Head of Tax, Retirement & Estate Planning Services at Manulife, to unpack: • The real world trade offs between registered retirement savings plans (RRSPs) and tax-free savings account (TFSAs); • Why successor holder designations can spare families tax and paperwork; • A time sensitive spousal RRSP contribution opportunity after a death; • Cross border (U.S.) TFSA considerations; • Using segregated funds as a liquidity “cash wedge” after death; and • Why the value of financial advice extends far beyond portfolio returns. Take a listen for practical, plain language insights you can bring to client conversations today.
More episodes of Investments Unplugged
- Episode 118 | Middle East conflict: evolving dynamics, investment takeaways
- Episode 117 | Timely perspective on turmoil in the Middle East
- Episode 116 | “Womenomics” and investing for longevity
- Episode 114: Fearless forecasts—does improbable mean impossible?
- Episode 113: 2025 in the rearview—are markets in for another strong year?
- Episode 112| Curveballs, candies, and shutdowns—navigating an eventful October
Explore listener stats, chart rankings, contacts and more on the Investments Unplugged podcast page.