Ask a Planner Archives

It’s almost impossible to do, but the mindset around spending all your savings can help you make the best of the...

Filing your 2025 taxes in 2026? Here are the key changes, cancelled credits, and CRA updates Canadians need...

If you leave Canada and own a rental property, or you are a non-resident and you buy a rental...

Rental property investors need to report their annual income and expenses on their tax return. You must also track...

Crypto profits aren’t always tax-free. Here’s how the CRA taxes cryptocurrency transactions, mining and staking, and overseas gains.

Retirement planning for couples with a significant age difference calls for realistic projections but also flexibility.

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

A lot of spousal loans and other prescribed rate loans were established over the past 10 years. How do...

What to know about filing taxes after a death in Canada, including notifying the CRA, executor duties, final returns,...