Are mutual fund fees tax deductible?
Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...
Articles By Jason Heath, CFP:
What is considered day trading in a TFSA
The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...
Selling stocks at a loss in a TFSA: What it means for your contribution room
Before holding speculative stocks in a TFSA, consider what reporting a capital loss means for your contribution room going...
Canada’s Budget 2023: What it means for you and your family
The federal government’s 2023 budget proposes a national dental care plan, a grocery rebate, changes to registered accounts, and...
For Canadians living abroad, is it worth investing in foreign ETFs?
Canadians with extra savings overseas may wish to invest in foreign ETFs. However, there may be alternatives with less...
Should you withdraw from non-registered or TFSA investments in retirement?
When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?
Triggering losses by transferring investments to a TFSA
Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.”
A strategy for non-registered and TFSA accounts in retirement
Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?
Who to name as executor when family members aren’t an option
It’s not always possible or beneficial to name a family member or close friend as executor in your will....