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Oct
20
Tax Strategies Tax Managed Investing – Strategy #7 Cross-Border Investment Planning There are significant investment tax-saving opportunities for Canadians who take up residence in the United States. In order to benefit, it’s important for individuals to properly structure their investment portfolios before they leave. When an individual is leaving Canada, questions often arise about whether […]
Oct
15
Tax Strategies Tax Managed Investing – Strategy #6 Lower the Family Tax Bill – Income Splitting Using Loans People often consider tax saving strategies on an individual basis, but overlook family strategies that can save significant tax dollars. The use of intra-family loans to split income and save taxes is a good example. Income Splitting […]
Oct
15
Tax Strategies Tax Managed Investing – Strategy #5 Unlocking Locked-In Funds While pension assets represent an important source of retirement income, locking-in restrictions can hamper retirement income planning flexibility. By making full use of maximum withdrawal limits, thousands of dollars of pension savings can be unlocked while remaining tax-sheltered. Read More