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Financial planning × Past year × Globe and Mail Investing ×

Globe and Mail Investing • Apr 25, 2025

With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few ye...

Arden and Trent face financial planning challenges as they seek to optimize the transfer of Arden's inherited U.S. retirement account to Canada, minimizing potential tax implicatio...

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