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Articles By Jason Heath, CFP:

house title

Columns

Why adding your kids to the house title will cost you

It seems to be common practice for seniors to add the kids to ownership of a house. I’m not...

Why adding your kids to the house title will cost you
retirement planning

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What taxes do my LIRA beneficiaries have to pay?

Be aware of tax bills

What taxes do my LIRA beneficiaries have to pay?
robo-advisor

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Risky robos

Robo-advisors aren't dangerous but they aren't "safe" either

Risky robos
how to invest your money in canada

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How to invest your money in Canada as a U.S. citizen

Generally, Americans should avoid TFSAs and RESPs

How to invest your money in Canada as a U.S. citizen
tax deductible

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Are investment fees tax deductible?

Jerry pays a few thousand dollars in monthly fees but they may not be tax deductible

Are investment fees tax deductible?
capital loss tax deduction general tax form

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Capital loss tax deductions from beyond the grave

Yvonne's recently-passed husband had capital losses. Did she maximize the claim on his final tax return?

Capital loss tax deductions from beyond the grave
RRIF estate planning inheritance tax

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Gifting your RRIF to your children

Angie wants to give her RRIF to her children while she’s still alive

Gifting your RRIF to your children
pension buyback

Columns

Should you do a pension buyback?

It's almost always a good idea

Should you do a pension buyback?
senior retiree man planning for retirement

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The retirement reshuffle

How to rearrange investment accounts in your golden years

The retirement reshuffle