Jacks on Tax

Worried about tariffs and their effects? Look at your taxes

Here are two ways to manage the effects of tariffs in Canada, plus three statements to prepare to ensure...

Retired Money

Why “unretirement” may be the fate of so many Canadians

Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of seniors unable to leave their...

Retirement

CPP payment dates in 2025, and more to know about the Canada Pension Plan

Here’s how Canada’s retirement pension plan works, who’s eligible for CPP, when you can start receiving CPP, and CPP...

Retirement

OAS payment dates in 2025, and more to know about Old Age Security

Here’s how Canada’s Old Age Security pension works, who’s eligible for OAS, when you can start receiving OAS, and...

Ask a Planner

CPP for non-residents of Canada: How to apply, report pension income and more

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return...

Ask a Planner

Moving money from RRSPs, RRIFs and TFSAs in retirement

To have liquidity and reduce taxes, Canadians can move money between registered accounts. But what are the tax, contribution...

Save

How much money should I have saved by age 40?

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Jacks on Tax

Year-end tax-saving tips for Canadians for 2024

Tax planning in Canada isn’t just for March and April. These smart tax moves need to be made before...

Ask a Planner

What are the tax implications if you resell Taylor Swift tickets?

Allison resold her Eras Tour tickets instead of going to the concert. The resale website asked for her SIN,...