Should you withdraw from non-registered or TFSA investments in retirement?
When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?
Articles By Jason Heath, CFP:
Triggering losses by transferring investments to a TFSA
Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.”
A strategy for non-registered and TFSA accounts in retirement
Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?
Who to name as executor when family members aren’t an option
It’s not always possible or beneficial to name a family member or close friend as executor in your will....
Are spousal and child support payments taxable?
Spousal and child support payments are taxed differently. And lump-sum payments may come with their own tax implications.
Can an executor borrow money to cover probate costs?
Executors have a few options when the estate has outstanding bills and no cash to cover probate fees. Find...
The tax implications of working abroad for residents and non-residents of Canada
What taxes do you owe when working in another country if you’re a resident of Canada or have significant...
How to use income ETFs for retirement income
Are income ETFs the right choice for retirees? And should you place them in a life income fund that...
When does the “plus 1” rule apply to a principal residence?
There are tax implications to inheriting a second property. But in certain circumstances, you can have two principal residences...