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How to plan for taxes in retirement in Canada

In retirement, some income is not subject to withholding tax, and you may potentially owe tax after filing each...

How to plan for taxes in retirement in Canada
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Year-end tax and financial planning considerations

Some strategies are time-sensitive, while others can help you start the new year on the right foot.

Year-end tax and financial planning considerations

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Scared of selling? When holding on to stocks can hurt you financially

Sometimes, it’s not action, but inaction, that can hurt you financially. Here are examples of when selling may be...

Scared of selling? When holding on to stocks can hurt you financially
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Do I need a tax lawyer to prepare my estate?

Wondering whether your estate planner knows the latest tax laws? Do you need a tax lawyer too? Discover three...

Do I need a tax lawyer to prepare my estate?

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How to consolidate your registered accounts for retirement income in Canada

Do Canadians need to consolidate RRSP accounts before converting to RRIFs? Find out this and more.

How to consolidate your registered accounts for retirement income in Canada

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Is it better to be an employee or self-employed?

Here’s a primer for Canadians on choosing between employment and self-employment for a new work arrangement.

Is it better to be an employee or self-employed?
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Borrowing from your HELOC to invest in equities

You can use a HELOC for leveraged investing. But what happens if you sell your home and want to...

Borrowing from your HELOC to invest in equities
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Update on bare trust tax filing rules for 2024 and beyond

Bare trust reporting requirements have gone through a few different iterations in recent years. Here’s where things stand for...

Update on bare trust tax filing rules for 2024 and beyond

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What happens to an RESP for grandchildren when you die?

Opening an RESP is a great way to contribute to your grandchildren’s education costs. But what happens if you...

What happens to an RESP for grandchildren when you die?

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