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tax deductible

Are investment fees tax deductible?

Jerry pays a few thousand dollars in monthly fees but they may not be tax deductible

Are investment fees tax deductible?

capital loss tax deduction general tax form

Capital loss tax deductions from beyond the grave

Yvonne's recently-passed husband had capital losses. Did she maximize the claim on his final tax return?

Capital loss tax deductions from beyond the grave

RRIF estate planning inheritance tax

Gifting your RRIF to your children

Angie wants to give her RRIF to her children while she’s still alive

Gifting your RRIF to your children

pension buyback

Should you do a pension buyback?

It's almost always a good idea

Should you do a pension buyback?

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senior retiree man planning for retirement

The retirement reshuffle

How to rearrange investment accounts in your golden years

The retirement reshuffle

CPP and OAS after the death of a spouse

Keith arranged to split pensions with his late wife many years ago. What is he entitled to now?

CPP and OAS after the death of a spouse

group rrsps financial planning

Financial Planning

Reasons to tap RRSPs before age 71

Doing this makes sense for plenty of Canadians. Is it the right option for you?

Reasons to tap RRSPs before age 71

pay down the mortgage

Should you use RRSPs to pay down the mortgage?

Careful, the tax hit may be hefty if you tap your RRSP early

Should you use RRSPs to pay down the mortgage?

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filling taxes in retirement senior elderly retired

Collecting CPP while working in the U.S.

How to transfer Social Security credits from the U.S. to Canada

Collecting CPP while working in the U.S.

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