Taxes halved their inheritance. Could anything be done?
Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...
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Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...
A financial planner explains some tax-saving strategies that Canadian retirees may not have thought of.
It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get...
The Index Matrix vividly illustrates how different assets performed in the past. Here’s how Canadians can use it to...
The benefits of depleting savings to avoid estate taxes depends on many variables. But if you live a decade...
A Certified Financial Planner explains how RESP withdrawals and taxation can work for each of your children, regardless of...
Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...
There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...
A Certified Financial Planner looks at the different strategies to ask your own advisor: Is life insurance the answer?