by Jason Heath | Jun 27, 2018 | Jason Heath, MoneySense Magazine, News
The article “Can You Inherit A TFSA Tax-Free?” was originally published on MoneySense on June 27, 2018. Linda wants to know if there are any tax or probate fee implications when you inherit a TFSA Q: Is the money from a TFSA tax free as an inheritance? Any... 
by Jason Heath | Jun 25, 2018 | Financial Post, Jason Heath, News
The article “The Reason Why Investing Decisions Shouldn’t Be Left To Only One Spouse In A Partnership” was originally published on Financial Post on June 25, 2018. Married men and women need to work together to arrive at a happy medium as it relates to... 
by Jason Heath | Jun 19, 2018 | Jason Heath, MoneySense Magazine, News
The article “Can You Get Survivor Benefits From An Ex-Spouse?” was originally published on MoneySense on June 19, 2018. That may depend on whether you’re separated or divorced Q: Your article prompted me to think about my pension lost to my ex-wife, whom I... 
by Jason Heath | Jun 12, 2018 | Jason Heath, MoneySense Magazine, News
The article “How Cottage Renos Can Reduce Your Capital Gains” was originally published on MoneySense on June 12, 2018. Phylis and her son own a cottage together. She wants to understand the future tax and estate planning implications. Q: My son and I have... 
by Jason Heath | Jun 5, 2018 | Jason Heath, MoneySense Magazine, News
The article “What To Do When Your Withholding Tax Is Too Low” was originally published on MoneySense on June 5, 2018. Kersten is worried she’ll have a big tax liability next spring Q: I retired at 55 and I am collecting my full teaching pension. I have... 
by Jason Heath | May 29, 2018 | Jason Heath, MoneySense Magazine, News
The article “Investment Fees You Can And Can’t Claim On Your Tax Return” was originally published on MoneySense on May 29, 2018. Patti pays fees for financial advice related to her investments and wonders if those fees are tax deductible Q: I’d like... 
by Jason Heath | May 23, 2018 | Financial Post, Jason Heath, News
The article “What Today’s Savers Can Learn From Today’s Seniors About Retirement Planning” was originally published on FInancial Post on May 23, 2018. One lesson: Smaller pensions or none at all mean Canadians probably aren’t saving... 
by Jason Heath | May 22, 2018 | Jason Heath, MoneySense Magazine, News
The article “These Are The Situations When Contributing To An RRSP Isn’t Worth It” was originally published on MoneySense on May 22, 2018. Julia has a DB pension and is maxing out her TFSA. Is an RRSP worth it for her? Q: I’m a teacher of 11 years,... 
by Jason Heath | May 21, 2018 | Jason Heath, MoneySense Magazine, News
The article “How Much You Should Pay In Fees On Your Work Savings Plan” was originally published on MoneySense on May 21, 2018. Talk to your employer about lower-fee group savings options Q. I have been registered with an insurance company through my... 
by Jason Heath | May 18, 2018 | Jason Heath, MoneySense Magazine, News
The article “Work Abroad? Your Income Is Fair Game For The CRA.” was originally published on MoneySense on May 8, 2018. To avoid this, you need to break ties with Canada Q: I am a permanent resident of Canada. I live here with my kids. My husband works in... 
by Jason Heath | May 17, 2018 | Jason Heath, MoneySense Magazine, News
The article “Spouses and Stocks: Is There A Way To Avoid Tax When Transferring Assets?” was originally published on MoneySense on May 17, 2018. Beware of spousal attribution Q: I have a non-registered discount brokerage account containing stocks and mutual... 
by Jason Heath | May 6, 2018 | Jason Heath, MoneySense Magazine, News
The article “Should I Raid My RRSP To Pay Off My Line Of Credit?” was originally published on MoneySense on May 6, 2018. It’s tempting to cash out RRSPs but watch out for the tax bite Q. My wife and I currently have a mortgage of $297,000. On top of that... 
