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A woman in her 60s holds a coffee, pondering how to have the most tax-efficient retirement income plan

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How to have the most tax-efficient retirement income plan

Should you plan your retirement savings around paying the least amount of taxes? Find out the implications and the...

How to have the most tax-efficient retirement income plan
A woman nearing retirement waters her garden

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Should you withdraw from non-registered or TFSA investments in retirement?

When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?

Should you withdraw from non-registered or TFSA investments in retirement?

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Triggering losses by transferring investments to a TFSA

Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.” 

Triggering losses by transferring investments to a TFSA
A man reads documents about his TFSA and other investments at work, as he plans his retirement.

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A strategy for non-registered and TFSA accounts in retirement

Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?

A strategy for non-registered and TFSA accounts in retirement

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Woman takes care of her mother, and without a job wonders if she can maximize her RRSP and TFSA with $0 income.

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Can you maximize your RRSP and TFSA with an income of $0?

With a year of no income, find out if it makes sense to max out registered accounts like an...

Can you maximize your RRSP and TFSA with an income of $0?
A middle-aged woman smiles as she sits on a couch near her niece

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Who to name as executor when family members aren’t an option

It’s not always possible or beneficial to name a family member or close friend as executor in your will....

Who to name as executor when family members aren’t an option

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Are spousal and child support payments taxable?

Spousal and child support payments are taxed differently. And lump-sum payments may come with their own tax implications.

Are spousal and child support payments taxable?
A middle aged woman sits by a window in a cafe

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Can an executor borrow money to cover probate costs?

Executors have a few options when the estate has outstanding bills and no cash to cover probate fees. Find...

Can an executor borrow money to cover probate costs?

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The tax implications of working abroad for residents and non-residents of Canada

What taxes do you owe when working in another country if you’re a resident of Canada or have significant...

The tax implications of working abroad for residents and non-residents of Canada

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