Should RRIF withdrawals be based on the younger spouse’s age?
Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.
Articles By Jason Heath, CFP:
Financial gifts: What you need to know before giving money or investments
Whether you're giving to a family member or a cause you believe in, these considerations will help ensure your...
Can you avoid probate taxes on TFSAs?
Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...
How to leave money to your grandkids
If you’re a grandparent and want to leave money to your grandchildren, here are tips on how best to...
Is an RRSP loan a good idea?
Depending on which tax bracket you’re in and whether you have other debt, you might be better off simply...
How to set financial goals that are realistic and achievable
Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and...
“My financial advisor overcontributed to my TFSA—now what?”
Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error...
When should you withdraw money from your corporation to invest?
Is taking money out of a corporation to invest in RRSPs, TFSAs and real estate a good decision? What...
Gifting a parent’s assets using a power of attorney
As power of attorney, does it make sense to divide up a parent’s assets before their death?