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Articles By Jason Heath, CFP:

A retired couple look at a map while traveling across Europe

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Should Canadians keep their investment accounts when retiring abroad?

For Canadians who plan to retire to other countries, here’s a primer on the tax implications of leaving accounts...

Should Canadians keep their investment accounts when retiring abroad?
A man reviews his capital losses on his cellphone at the office

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How to carry back a capital loss for a tax refund

Let’s look at the rules and restrictions around carrying back a capital loss, as well as three things to...

How to carry back a capital loss for a tax refund
A middle-aged woman in a business suit works on her laptop

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Should you sell investments at a loss to pay off debt?

When paying a high interest rate on debt, does it make sense to sell investments that have fallen before...

Should you sell investments at a loss to pay off debt?
A man rubs his eyes in disbelief after discovering that he's a victim of fraud

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Financial fraud in Canada: What to do if your bank account or credit card is compromised

Fraudsters can exploit victims through text, email and other means. What are your options if that happens?

Financial fraud in Canada: What to do if your bank account or credit card is compromised
A retired couple review the taxes on their recent real estate sale

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The tax implications for Canadians selling foreign real estate

How are Canadians taxed on foreign property? Find out if you should report the sale on your tax return...

The tax implications for Canadians selling foreign real estate
A man wondering if he should sell his preferred shares at a loss

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What should Canadian investors do: Sell or hold with preferred share losses?

When taking a big loss on preferred shares, a MoneySense reader asks if he should hold or sell now.

What should Canadian investors do: Sell or hold with preferred share losses?

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U.S. withholding tax in an RRSP for Canadians

For Canadians who have withholding tax on U.S. income in an RRSP, sometimes this tax can be avoided.

U.S. withholding tax in an RRSP for Canadians
Finances Saving Economy concept. Female accountant or banker use

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Tax implications of making transfers between registered accounts

When transferring money from LIRA to a LIF and RRSP, would that result in being taxed twice?

Tax implications of making transfers between registered accounts
A man is closing up his restaurant, putting a chair on a table.

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How are you taxed when you sell a small business?

How do you report the income from the sale of a small business? What are the tax implications? And...

How are you taxed when you sell a small business?