Q: Could you please share some of your favourite corporate class ETFs for a retiree that needs to 'park' some money for say 1-5 years ? This would be in a taxable account.
Read Answer Asked by Paul on February 06, 2023-
Horizons S&P 500 Index ETF (HXS)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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Invesco S&P 500 Equal Weight ETF (RSP)
Q: If held in a TFSA, I believe RSP would be exposed to an American withholding tax. If this is the case, can you recommend a Canadian based equivalen that wouild not?
Read Answer Asked by richard on January 05, 2023Q: I am wondering what your thoughts are on annuities for a retiree, assuming no need to leave wealth on passing. Also assuming two scenarios: (1) putting all one's money in annuities, and (2) a small portion to ensure not ending up homeless while investing the rest in high risk growth stocks. Okay let's add a third one, a well balanced portfolio all in equities a little light though on dividends, with a floor protection of annuities. Talking about a straight life annuity, nothing fancy. Thank you.
Read Answer Asked by William on November 25, 2022