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Articles By Jason Heath, CFP:

Taxes

Work abroad? Your income is fair game for the CRA

To avoid this, you need to break ties with Canada

Work abroad? Your income is fair game for the CRA

Ask a Planner

Should I raid my RRSP to pay off my line of credit?

It's tempting to cash out RRSPs but watch out for the tax bite

Should I raid my RRSP to pay off my line of credit?

Pensions

How to reinstate OAS after it’s clawed back

There is a form to fill out, but it's entirely optional

How to reinstate OAS after it’s clawed back

Taxes

Why incorporation isn’t always a magical tax fix

Sandie’s wife has a small business she plans to run for the next few years. Is she better off...

Why incorporation isn’t always a magical tax fix

Financial Planning

Should we take dad’s money now to avoid probate?

Hold your horses! It's not your money just yet...

Should we take dad’s money now to avoid probate?

Taxes

Avoiding tax and probate when passing down a rental property

Putting a child on the title of a rental house could be like playing a game of whack-a-mole

Avoiding tax and probate when passing down a rental property

Pensions

Timing CPP and OAS with workplace pensions

Even if you expect a 'bridge' payment from your DB pension, deferring CPP makes sense

Timing CPP and OAS with workplace pensions
Oas Clawback as represented by cat claws

Pensions

When to watch out for OAS clawbacks

Working in retirement? Beware clawbacks

When to watch out for OAS clawbacks
rrsp contributions

Columns

RRSP top-ups in retirement could cost you

Remember: It's not worth saving $5,000 of tax today to pay $10,000 of tax tomorrow

RRSP top-ups in retirement could cost you