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Articles By Jason Heath, CFP:

Taxes

Why incorporation isn’t always a magical tax fix

Sandie’s wife has a small business she plans to run for the next few years. Is she better off...

Why incorporation isn’t always a magical tax fix

Financial Planning

Should we take dad’s money now to avoid probate?

Hold your horses! It's not your money just yet...

Should we take dad’s money now to avoid probate?

Taxes

Avoiding tax and probate when passing down a rental property

Putting a child on the title of a rental house could be like playing a game of whack-a-mole

Avoiding tax and probate when passing down a rental property

Pensions

Timing CPP and OAS with workplace pensions

Even if you expect a 'bridge' payment from your DB pension, deferring CPP makes sense

Timing CPP and OAS with workplace pensions
Oas Clawback as represented by cat claws

Pensions

When to watch out for OAS clawbacks

Working in retirement? Beware clawbacks

When to watch out for OAS clawbacks
rrsp contributions

Columns

RRSP top-ups in retirement could cost you

Remember: It's not worth saving $5,000 of tax today to pay $10,000 of tax tomorrow

RRSP top-ups in retirement could cost you

Ask a Planner

Should we tap the RRSP and feed the TFSA?

If one partner is home with the kids, it sometimes makes sense to withdraw from an RRSP

Should we tap the RRSP and feed the TFSA?

Financial Planning

Giving money to your grandchildren

Consider a formal trust, among other options

Giving money to your grandchildren

Ask a Planner

How safe are my retirement savings if the bank fails?

What to do to make sure your savings are protected

How safe are my retirement savings if the bank fails?