How to find a lost life insurance policy
A death in the family is always stressful, but money can make it more so. Here’s expert advice for...
Articles By Jason Heath, CFP:
The process of unlocking a LIRA account in Canada
What can you do? What can’t you do? Let’s clarify some conflicting online information about locked-in retirement accounts.
Do you pay capital gains tax when separating or divorcing?
Concerned about the potential capital gains tax implications of a principal residence after a relationship breakdown?
Should you apply for OAS even if you have a high income?
If you are a high-income senior whose Old Age Security would be fully clawed back, find out if you...
Principal residence exemption: Would a senior get a tax credit for selling their house if they move out?
Sometimes, seniors must move out of their home. What are the tax implications of selling the home? Does principal...
CPP vs RRSP: Can you transfer your CPP to an RRSP?
Is it possible to transfer CPP to an RRSP? The answer is a quick one, but there’s more to...
What are the tax benefits of donating to charity?
Donating to charity can result in tax savings, but not every claim or organization is tax deductible. Here's what...
What’s involved with an owner withdrawal of cash from a corporation
Linda is approaching retirement with cash in her corporation. She wonders how to withdraw it before or after retirement.
Do RRIF beneficiaries pay tax?
Is it possible to avoid tax as a RRIF beneficiary? Find out if timing could be an issue, as...