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Taxes

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Tax planning for Canadians who invest in the U.S.

Tax planning for Canadians who invest in the U.S.
How much to take out of your RRSP in your 60s

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How much to take out of your RRSP in your 60s

How much to take out of your RRSP in your 60s
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Taxes

How the self-employed can get organized

Get those receipts and documents in order—disorganization can affect your productivity and profit.

How the self-employed can get organized
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Should this DIY investor go all in on this international ETF?

You can exclusively hold international ETFs in any Canadian account, without paying a penalty. But there are taxes and...

Should this DIY investor go all in on this international ETF?

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A two-prong arrow graphic to symbolize retirees choice for withdrawing from registered and unregistered accounts

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Registered vs non-registered accounts: Where retirees should make withdrawals

When you have the choice for withdrawals, it makes sense to look at the pros and cons of taking...

Registered vs non-registered accounts: Where retirees should make withdrawals
Three employees at their production jobs talking about cashing out their employee pensions.

Retired Money

Should you cash out your workplace pension when you leave a job?

Find out why Canada has it better than the U.S. for registered employer pensions. A UBC study on cashing...

Should you cash out your workplace pension when you leave a job?
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Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

Are mutual fund fees tax deductible?

TFSAs

What is considered day trading in a TFSA

The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...

What is considered day trading in a TFSA

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Man is reading the T5 from cashing in his whole life insurance policy, and checking his notes from when he bought it.

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How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

How to calculate the taxable amount for a cashed-in whole life insurance policy

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