“Will my hard-working teen have to pay tax on withdrawals from our family RESP?”
Scott is wondering how to split Registered Education Savings Plan funds between his children to minimize the tax payable...
Ask a planner
What to do with a monetary advance on your inheritance
Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.
Can Canadian seniors collect government benefits while still working?
Rose is transitioning to semi-retirement at 65, and wonders about the tax and clawback implications of receiving CPP and...
Avoiding future interest is one way to look at your return on investment
Should Vince cash out his medical pension to pay down his mortgage, or keep it as an indexed $400...
Advertisement
How to handle death inside a joint investment account
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
How to calculate capital gains and losses on rental property
Chris’s rental property used to be his principal residence. After enduring some bad tenants, he’s looking to sell
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.