Ask a planner Archives

Inheriting stocks? Learn the tax rules, when to sell, and how to decide if keeping inherited investments makes sense...

A MoneySense reader wants to report half the capital gain for a rental property on his spouse’s tax return....

A MoneySense reader wants to buy a second property, perhaps using the equity in her primary residence. What should...

It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get...

Many Canadians have questions about how accounts are transferred upon death. Here’s how it works when assets are held...

Can you compare apples to apples with annuities and guaranteed investment certificates for retiring? Let’s find out.

Doing home renovations? Find out if there are any tax incentives that Canadians are able to claim.

Money in a LIRA or LIF is intended to last a lifetime, making it difficult to access more than...

Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...