Articles By Jason Heath, CFP:

Ask a Planner

How to change a past tax return

You can amend previous tax returns to include new information, such as investment management fees for a non-registered account....

Ask a Planner

Should you buy life insurance to pay for tax owed upon death?

When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your...

Ask a Planner

What new bare trust tax filing rules mean for Canadians

Do Canadians have to file a trust tax return this year? What is a bare trust? What are the...

Ask a Planner

Should you claim your common-law partner on your taxes?

Changing your status to common-law has an impact on your tax return and government benefits. Here’s how to know...

Retirement

Planning for retirement with little or no savings to draw on

Presented By

National Bank of Canada

Ask a Planner

“Where do we pay income tax if we retire abroad?”

Presented By

National Bank of Canada

Ask a Planner

What to do if you overcontributed to your RRSP

If you’ve accidentally overcontributed to your RRSP, you may pay a tax penalty. Here are your options for promptly...

Ask a Planner

When are TFSAs and RRSPs actually taxable?

Here’s what investors should know about the tax payable on U.S. and Canadian stocks in an RRSP and TFSA.

Ask a Planner

Work-from-home tax credit: What Canadians can claim

The flat-rate home-office expense deduction is no longer available for 2023. But eligible employees who work from home can...