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capital loss tax deduction general tax form

Taxes

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
retirement income - randy and sandra luke

Investing

Can we retire with $6,500 a month?

Randy and Sandra Luke wonder if they can deliver the income they feel they'll need in retirement

Can we retire with $6,500 a month?

Learn

WTFinance is a TFSA?

Hint: It's not just a savings account

WTFinance is a TFSA?
global diversification

Investing

Smooth out your performance

Diversification can lower your portfolio's volatility and increase your returns over time.

Smooth out your performance

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Investing

Should you invest actively or passively in bonds?

The question isn’t an either/or proposition

Should you invest actively or passively in bonds?
capital gains tax

Ask MoneySense

Do Americans have to report interest income from a TFSA on their U.S. tax return?

Short answer: yes, but there's a lot more to it. Failing to fill in the correct forms can result...

Do Americans have to report interest income from a TFSA on their U.S. tax return?
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Investing

The case of the time travelling money manager

Sticking to an investment strategy through adversity can be hard for investors, even if they know what's going to...

The case of the time travelling money manager
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Pensions

What to expect when applying for GIS

Many mistakenly believe that if they can just keep their income below $17,699 that they will get the maximum...

What to expect when applying for GIS

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RRIF estate planning inheritance tax

RRIFs

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

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