Should you max out your RRSP before converting it to a RRIF?

Ask a Planner By Jason Heath, CFP on April 29, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on April 29, 2024 Estimated reading...

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Jason Heath

“Should I delay my CPP if I’m not contributing to it?”

Ask a Planner By Jason Heath, CFP on April 22, 2024 Estimated reading time: 3 minutes By Jason Heath, CFP on April 22, 2024 Estimated reading...

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Jason Heath

How annuities work in Canada

Ask a Planner By Jason Heath, CFP on April 18, 2024 Estimated reading time: 7 minutes Presented By National Bank of Canada By Jason Heath, CFP on...

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Jason Heath

Federal Budget 2024: How it will affect Canadians’ finances and taxes

News By Jason Heath, CFP on April 17, 2024 Estimated reading time: 7 minutes By Jason Heath, CFP on April 17, 2024 Estimated reading time: 7...

18.04.2024 10

Jason Heath

Are home renovations tax deductible in Canada?

Ask a Planner By Jason Heath, CFP on April 12, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on April 12, 2024 Estimated reading...

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Jason Heath

How to change a past tax return

Ask a Planner By Jason Heath, CFP on April 8, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on April 8, 2024 Estimated reading...

08.04.2024 30

Jason Heath

Should you buy life insurance to pay for tax owed upon death?

Ask a Planner By Jason Heath, CFP on April 1, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on April 1, 2024 Estimated reading...

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Jason Heath

Should you claim your common-law partner on your taxes?

Ask a Planner By Jason Heath, CFP on March 25, 2024 Estimated reading time: 3 minutes By Jason Heath, CFP on March 25, 2024 Estimated reading...

25.03.2024 10

Jason Heath

Planning for retirement with little or no savings to draw on

Retirement By Jason Heath, CFP on March 20, 2024 Estimated reading time: 6 minutes Presented By National Bank of Canada By Jason Heath, CFP on...

20.03.2024 5

Jason Heath

“Where do we pay income tax if we retire abroad?”

Ask a Planner By Jason Heath, CFP on March 20, 2024 Estimated reading time: 4 minutes Presented By National Bank of Canada By Jason Heath, CFP on...

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Jason Heath

What new bare trust tax filing rules mean for Canadians

Ask a Planner By Jason Heath, CFP on March 11, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on March 11, 2024 Estimated reading...

12.03.2024 10

Jason Heath

RRIF and LIF withdrawal rates: Everything you need to know

Retirement By Jason Heath, CFP on March 6, 2024 Estimated reading time: 7 minutes By Jason Heath, CFP on March 6, 2024 Estimated reading time: 7...

06.03.2024 10

Jason Heath

When are TFSAs and RRSPs actually taxable?

Ask a Planner By Jason Heath, CFP on February 26, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on February 26, 2024 Estimated...

26.02.2024 4

Jason Heath

What to do if you overcontributed to your RRSP

Ask a Planner By Jason Heath, CFP on February 26, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on February 26, 2024 Estimated...

26.02.2024 5

Jason Heath

Work-from-home tax credit: What Canadians can claim for 2023

Ask a Planner By Jason Heath, CFP on February 20, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on February 20, 2024 Estimated...

20.02.2024 20

Jason Heath

How to qualify for EI benefits in retirement in Canada

Columns By Jason Heath, CFP on February 19, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on February 19, 2024 Estimated reading...

19.02.2024 10

Jason Heath

Can you save on taxes by owning an investment account with your child?

Ask a Planner By Jason Heath, CFP on February 12, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on February 12, 2024 Estimated...

13.02.2024 10

Jason Heath

How to calculate the adjusted cost base of inherited property

Ask a Planner By Jason Heath, CFP on February 6, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on February 6, 2024 Estimated...

06.02.2024 10

Jason Heath

Should retirees consider a home equity sharing agreement (HESA)?

Ask a Planner By Jason Heath, CFP on January 30, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on January 30, 2024 Estimated...

30.01.2024 9

Jason Heath

Should Canadians keep their investment accounts when retiring abroad?

Ask a Planner By Jason Heath, CFP on January 22, 2024 Estimated reading time: 6 minutes By Jason Heath, CFP on January 22, 2024 Estimated...

22.01.2024 8

Jason Heath

How to carry back a capital loss for a tax refund

Ask a Planner By Jason Heath, CFP on January 16, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on January 16, 2024 Estimated...

16.01.2024 5

Jason Heath

Should you sell investments at a loss to pay off debt?

Ask a Planner By Jason Heath, CFP on January 15, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on January 15, 2024 Estimated...

16.01.2024 20

Jason Heath

What to do if you’re a victim of bank account or credit card fraud

Ask MoneySense By Jason Heath, CFP on January 8, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on January 8, 2024 Estimated reading...

09.01.2024 4

Jason Heath

The tax implications for Canadians selling foreign real estate

Ask a Planner By Jason Heath, CFP on January 3, 2024 Estimated reading time: 8 minutes By Jason Heath, CFP on January 3, 2024 Estimated reading...

03.01.2024 20

Jason Heath

What should Canadian investors do: Sell or hold with preferred share losses?

Ask a Planner By Jason Heath, CFP on December 27, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on December 27, 2023 Estimated...

27.12.2023 9

Jason Heath

U.S. withholding tax in an RRSP for Canadians

Ask a Planner By Jason Heath, CFP on December 19, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on December 19, 2023 Estimated...

20.12.2023 30

Jason Heath

Tax implications of making transfers between registered accounts

Ask a Planner By Jason Heath, CFP on December 19, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on December 19, 2023 Estimated...

19.12.2023 7

Jason Heath

How are you taxed when you sell a small business?

Ask a Planner By Jason Heath, CFP on December 19, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on December 19, 2023 Estimated...

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Jason Heath

How to file your taxes when you own ETFs

Ask a Planner By Jason Heath, CFP on December 18, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on December 18, 2023 Estimated...

19.12.2023 7

Jason Heath

How to divide the assets of an estate between beneficiaries

Ask a Planner By Jason Heath, CFP on December 11, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on December 11, 2023 Estimated...

11.12.2023 5

Jason Heath

Should you hold onto unused RRSP contributions?

Ask a Planner By Jason Heath, CFP on December 4, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on December 4, 2023 Estimated...

05.12.2023 10

Jason Heath

Should retirees pay off their mortgages with investments?

Investing By Jason Heath, CFP on November 28, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on November 28, 2023 Estimated reading...

28.11.2023 10

Jason Heath

What to expect for GICs in 2024

Ask a Planner By Jason Heath, CFP on November 20, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on November 20, 2023 Estimated...

21.11.2023 8

Jason Heath

RRIF withdrawals: What should seniors with million-dollar portfolios do?

Ask a Planner By Jason Heath, CFP on November 13, 2023 Estimated reading time: 6 minutes By Jason Heath, CFP on November 13, 2023 Estimated...

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Jason Heath

How is passive income taxed in Canada?

Ask a Planner By Jason Heath, CFP on November 7, 2023 Estimated reading time: 6 minutes By Jason Heath, CFP on November 7, 2023 Estimated...

08.11.2023 3

Jason Heath

Borrowing money to invest

Investing By Jason Heath, CFP on November 7, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on November 7, 2023 Estimated reading...

07.11.2023 6

Jason Heath

How to invest down payment funds while timing the real estate market

Ask a Planner By Jason Heath, CFP on November 2, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on November 2, 2023 Estimated...

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Jason Heath

OAS entitlement and deferral rules for immigrants to Canada

Ask a Planner By Jason Heath, CFP on October 30, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on October 30, 2023 Estimated...

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Jason Heath

Reducing capital gains on a cottage

Columns By Jason Heath, CFP on October 23, 2023 Estimated reading time: 15 minutes By Jason Heath, CFP on October 23, 2023 Estimated reading...

23.10.2023 2

Jason Heath

Marriage or mortgage: Which is the better investment?

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Should you hold your mortgage inside your RRSP?

Ask MoneySense By Jason Heath, CFP on October 20, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on October 20, 2023 Estimated...

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How to avoid tax on severance pay in Canada

Ask a Planner By Jason Heath, CFP on October 16, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on October 16, 2023 Estimated...

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Jason Heath

Contribute to RRSP or pay off mortgage?

Columns By Jason Heath, CFP on October 11, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on October 11, 2023 Estimated reading...

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Jason Heath

FHSA withdrawal rules and and rental property advice for a first-time home buyer

Ask a Planner By Jason Heath, CFP on October 10, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on October 10, 2023 Estimated...

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Jason Heath

Should you use home equity to buy a house for your kids?

Ask a Planner By Jason Heath, CFP on October 2, 2023 Estimated reading time: 5 minutes By Jason Heath, CFP on October 2, 2023 Estimated reading...

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Jason Heath

How to report U.S. employment income in Canada

Ask a Planner By Jason Heath, CFP on September 25, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on September 25, 2023 Estimated...

26.09.2023 4

Jason Heath

Do you need mortgage life insurance?

Columns By Jason Heath, CFP on September 22, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on September 22, 2023 Estimated reading...

23.09.2023 20

Jason Heath

Who should Canadians consult for debt advice?

Ask a Planner By Jason Heath, CFP on September 18, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on September 18, 2023 Estimated...

18.09.2023 2

Jason Heath

Are home renovations tax deductible in Canada?

Ask a Planner By Jason Heath, CFP on September 12, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on September 12, 2023 Estimated...

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Jason Heath

What to know about withholding tax in retirement

Ask a Planner By Jason Heath, CFP on September 11, 2023 Estimated reading time: 4 minutes By Jason Heath, CFP on September 11, 2023 Estimated...

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Should you max out your RRSP before converting it to a RRIF?

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