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Taxes

Columns

Investing tips for dual citizens of Canada and the U.S.

TFSAs are best avoided, RRSPs can work for you, and other financial wisdom

Investing tips for dual citizens of Canada and the U.S.

Retirement

Getting the most out of retirement income planning with an older spouse

Ellen is curious how pension income splitting works when there is a big age difference between spouses. There are...

Getting the most out of retirement income planning with an older spouse

Retirement

Disability, income splitting and tax reduction

Rob’s wife is unable to work due to a chronic illness. He’s trying to plan for tax reduction in...

Disability, income splitting and tax reduction

Retirement

Why it’s still worth it for high-income seniors to apply for OAS

Eileen is worried about the adverse impact on her taxes if she applies for OAS, and wonders if she...

Why it’s still worth it for high-income seniors to apply for OAS

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What’s the best time to transfer a TFSA between institutions?

Sandie wants to get the timing of her TFSA transfer right

What’s the best time to transfer a TFSA between institutions?

RRIFs

The downside of naming children as RRIF beneficiaries

Kerry is doing some estate planning with his RRIF and wants to make sure it goes to his wife...

The downside of naming children as RRIF beneficiaries

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Family caregivers are missing out on help from the taxman

Here's a complete checklist of all the available tax credits and deductions available to caregivers

Family caregivers are missing out on help from the taxman

Retirement

RRIFs and income splitting in the year of death

Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...

RRIFs and income splitting in the year of death

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How Raj and Marie can net $80,000 annually—for life—from their nest egg

Raj plans to stop working at age 60 while his wife, Marie, 55, will work five more years

How Raj and Marie can net $80,000 annually—for life—from their nest egg

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