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RESPs

What to do with unused RESP money

Kevin has $54,000 in an RESP but his children have completed their educations. Now what?

What to do with unused RESP money
future investment returns probate fees

Investing

How much should you pay in investment fees?

Fee info is hard to find online. Here's advice

How much should you pay in investment fees?
filing taxes

Taxes

Filing taxes while holding U.S. investments in Canada

Does moving U.S. dollar investments from the U.S. to Canada make a difference?

Filing taxes while holding U.S. investments in Canada
dividend stocks

Taxes

How to earn tax-efficient dividend income

Just know that your dividends will turn up on your tax return whether you like it or not

How to earn tax-efficient dividend income

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Investing

Investing in Canada as a U.S. resident

Margaret has received an inheritance in Canada, but lives in the U.S. What should be her next steps?

Investing in Canada as a U.S. resident
apply for OAS rrif

Retirement

When not to apply for OAS

Depending on your income, an OAS application could be a huge mistake

When not to apply for OAS
Reporting the sale of a rental property

Taxes

A quick and easy primer on capital gains tax

How capital gains tax works with a TFSA, plus other need-to-know info

A quick and easy primer on capital gains tax
tfsa contribution room

TFSAs

When not to contribute to a TFSA

Richard is looking for some advice on an $80K inheritance. A TFSA isn't the holy grail of investing

When not to contribute to a TFSA

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unlock lira

Financial Planning

Can you unlock a LIRA early?

In Alberta there are 5 instances when you may be able to

Can you unlock a LIRA early?

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