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...
Articles By Jason Heath, CFP:
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.
The ins and outs of tax and estate planning for a RRIF
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death
Can I have a multi-generational RESP?
If money is left over in your child's RESP you can in theory use it for your future grandkid's...
How to avoid a pension clawback from a one-time event
Mike wants to know what can be done to avoid a reduction in government pension income due to a...
The best way to transfer investments to your spouse
Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the...
After inheriting a RRIF account, how to know what you owe the taxman
Randy’s wife is the beneficiary of her late mother’s RRIF, and she wants to avoid penalties and interest on...