Advertisement

Articles By Jason Heath, CFP:

capital loss tax deduction general tax form

Taxes

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

RRIFs

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

Pensions

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

Retirement

The retirement reshuffle

How to rearrange investment accounts in your golden years

The retirement reshuffle

Pensions

CPP and OAS after the death of a spouse

Keith arranged to split pensions with his late wife many years ago. What is he entitled to now?

CPP and OAS after the death of a spouse
group rrsps financial planning

Financial Planning

Reasons to tap RRSPs before age 71

Doing this makes sense for plenty of Canadians. Is it the right option for you?

Reasons to tap RRSPs before age 71
pay down the mortgage

Debt

Should you use RRSPs to pay down the mortgage?

Careful, the tax hit may be hefty if you tap your RRSP early

Should you use RRSPs to pay down the mortgage?
filling taxes in retirement senior elderly retired

Benefits

Collecting CPP while working in the U.S.

How to transfer Social Security credits from the U.S. to Canada

Collecting CPP while working in the U.S.

Taxes

Tax facts when hiring a nanny

You have different obligations depending on if your nanny is your employee or is considered self-employed

Tax facts when hiring a nanny