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Articles By Jason Heath, CFP:

Pensions

Can you receive CPP benefits from two partners?

Twice the split CPP? It's possible, to an extent

Can you receive CPP benefits from two partners?
A photo of a Canadian passport is see

Taxes

Do Canadian expats have to pay income tax?

Taxation is based on residency, but expats coming back should watch out

Do Canadian expats have to pay income tax?

Retirement

The right way to unwind your locked-in retirement account

OM is trying to formulate a plan for a locked-in retirement account. What are some LIRA best practices to...

The right way to unwind your locked-in retirement account

Investing

How to earn a risk-free 4% annual return

This reader doesn't want to put her capital at risk. But there may be a few things she hasn’t...

How to earn a risk-free 4% annual return

TFSAs

Can you inherit a TFSA tax-free?

Linda wants to know if there are any tax or probate fee implications when you inherit a TFSA

Can you inherit a TFSA tax-free?

Ask a Planner

Can you get survivor benefits from an ex-spouse?

That may depend on whether you're separated or divorced

Can you get survivor benefits from an ex-spouse?

Taxes

What to do when your withholding tax is too low

Kersten is worried she'll have a big tax liability next spring

What to do when your withholding tax is too low

Investing

Investment fees you can claim on your tax return

Patti pays fees for financial advice related to her investments and wonders if those fees are tax deductible

Investment fees you can claim on your tax return

RRSPs

When an RRSP isn’t worth it

Julia has a DB pension and is maxing out her TFSA. Is an RRSP worth it for her?

When an RRSP isn’t worth it