Advertisement

Ask a Tax Expert

Ask a Planner

Can I avoid probate?

Spike is settling an estate and trying to determine which assets are subject to probate

Can I avoid probate?

Ask a Planner

So you’ve inherited real estate

Capital gains and other implications to consider

So you’ve inherited real estate

Ask a Planner

Handling big changes at retirement

Q. My mom is about to retire and I am looking for someone to advise her on the following:...

Handling big changes at retirement

Ask a Planner

Ready to retire without a plan?

You're not alone. Here's what you need to consider in terms of tax and investments

Ready to retire without a plan?

Advertisement

Advertisement

Columns

Tax deductions from investment expenses

If you borrowed to buy investments or paid investment counsel fees, you could save a bundle

Tax deductions from investment expenses

Ask a Planner

Capital gains tax: Selling non-registered investments

Sara’s fiancé is paying lots of tax on his non-registered investment income. And as time goes on, the tax...

Capital gains tax: Selling non-registered investments

April 2015

More with the Family Tax Cut

Watch out: Getting the best possible return is tricky

More with the Family Tax Cut

Ask a Planner

Pension withdrawals: Lump-sum vs. deferred payment

Bill is trying to make a choice between taking a lump-sum commuted value from his defined benefit pension or...

Pension withdrawals: Lump-sum vs. deferred payment

Advertisement

Columns

How to get a bigger tax refund

Double your refund in 2015

How to get a bigger tax refund

Advertisement