Articles By Jason Heath, CFP:

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What to do when you have insufficient or unused RESP funds

RESPs often fall short of funding a child’s full education, but sometimes an account holder ends up with unused...

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How the Liberals’ re-election impacts RRIFs, taxes and more

The party’s platform proposals may impact RRIF minimum withdrawals, income tax and more. Here’s how Canadians can plan for...

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How to avoid RRSP overcontributions when you have a deferred profit sharing plan

Maxing out employer contributions is an easy way to boost your retirement savings. Here’s how to do it without...

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Can you make RRSP contributions after age 71?

Here’s why you might see an RRSP deduction limit on your notice of assessment, even when you’ve already converted...

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2024 tax-filing extensions: What you need to know

There are several personal, trust and corporate income-tax-filing extensions for Canadians this year. Which ones apply to you? ...

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Should you set up a corporation with friends to invest?

What to consider when deciding to incorporate a company with friends to buy real estate and more.

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Revising the fair market value of a property for tax purposes

Can you retroactively change the valuation of a rental property before selling it to reduce capital gains tax in...

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Financial fraud in Canada: What to do if your bank account or credit card is compromised

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How to reduce capital gains tax with RRSP contributions

RRSP contributions can reduce capital gains tax. How does that work, and when might a different tax strategy be...