How to calculate the taxable amount for a cashed-in whole life insurance policy
Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....
Articles By Allan Norman, MSc, CFP, CIM:
How to have the most tax-efficient retirement income plan
Should you plan your retirement savings around paying the least amount of taxes? Find out the implications and the...
Can you maximize your RRSP and TFSA with an income of $0?
With a year of no income, find out if it makes sense to max out registered accounts like an...
Book review: The Intelligent Fund Investor by Joe Wiggins
Selecting funds based on past returns, stories about “the next best thing” and so on can be costly mistakes....
How to plan for retirement in five or 10 years
When deciding to retire in five or 10 years, there are a few things to consider, in addition to...
The tax implications of gifting adult children money and more
A reader asks about investing in his RRSPs after 71, withdrawing from RRIF and a sizable gift of money...
Can I put mutual fund fees back in my account?
Investing fees (MER, TER, trailing) are always hard to swallow, but what if there was a way to manage...
