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Articles By Jason Heath, CFP:

Retirement

The limits of Old Age Security survivor benefits

Lillian lost her husband and wants to know what happens to his Old Age Security pension.

The limits of Old Age Security survivor benefits

Save

What’s the best time to transfer a TFSA between institutions?

Sandie wants to get the timing of her TFSA transfer right

What’s the best time to transfer a TFSA between institutions?

RRIFs

The downside of naming children as RRIF beneficiaries

Kerry is doing some estate planning with his RRIF and wants to make sure it goes to his wife...

The downside of naming children as RRIF beneficiaries

Pensions

Can you transfer your full pension into an RRSP?

Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...

Can you transfer your full pension into an RRSP?

Retirement

RRIFs and income splitting in the year of death

Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...

RRIFs and income splitting in the year of death

RESPs

RESPs and Canadian non-residency

Cara and her family are becoming non-residents of Canada. They want to know what this means for their RESP...

RESPs and Canadian non-residency
canadian loonie

Taxes

Selling your home to your kids—for $1

You need to consider if the savings for your child are worth the risk to you

Selling your home to your kids—for $1
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Taxes

Bleeding your RRSP dry to save on tax when you’re dead

Chris is retiring and living on CPP, OAS and her RRSP. She wonders if she should take more than...

Bleeding your RRSP dry to save on tax when you’re dead
grandparent and grandchild inheritance

Financial Planning

Leaving an inheritance for your grandchildren

Dan’s mother wants to use some of the proceeds from her home sale to help her young grandchildren save...

Leaving an inheritance for your grandchildren