Tax Strategies
Listen to my new podcast – Dividend vs. Growth Investing, Rising Interest Rates and Retirement Income Withdrawal Strategies
Listen to my new podcast with the incomparable Kornel Szrejber. Kornel is Canada’s #1 financial podcaster and the best interviewer I know. This podcast “Dividend vs. Growth Investing, Rising Interest Rates and Retirement Income Withdrawal Strategies” includes these topics: Dividend investing vs. growth investing. Self-made dividends. Retirement income withdrawal strategies to maximize your retirement reliably. Rising interest rates…
Read MoreMinimize Tax on Retirement (SiriusXM Radio podcast)
Listen to my 7-minute podcast interview “Minimize Tax on Retirement” on the Moolala Show on SiriusXM Radio by the very lively Bruce Sellery. I discuss the 6 best strategies to minimize tax on your retirement income. Bruce Sellery is a business journalist, TV host and professional speaker. He is the author of two bestselling books,…
Read MoreThe 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)
You will have a lot more tax saving opportunities after you retire than before. If you get a salary, you may have limited tax deductions or tax saving strategies. When you retire, it is completely different. You can essentially determine the amount of income you will be taxed on once you retire. You can decide:…
Read MoreAre you using your TFSA to its full potential?
Read the Globe & Mail article here. Ed
Read MoreListen to my first podcast!
I am very excited to have my first podcast with the incomparable Kornel Szrejber. Kornel is Canada’s #1 financial podcaster and the best interviewer I know. I am a reader, myself, but have learned there is a huge audience of educated, intelligent listeners for podcasts. To see how podcasters are different, an ideal video is only…
Read MoreFor better or for worse
Insightful article by Donalee Moulton in the Investment Executive. Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone – and have potential drawbacks. These plans are intended for couples, both common-law and married, who have dissimilar income levels, notes Ed Rempel, a fee-for-service…
Read MoreHas the tax revolt begun?
With the Liberal attack on small business plus tax rates passing the psychological 50%, I have seen a surge in Canadians contacting me for a Financial Plan to minimize tax. There are many effective tax-reduction strategies. Excellent article in the National Post about the mysterious 5% drop in taxable income reported with no reason, which…
Read MoreUnconventional Advice for Entrepreneurs
I was pleased (and a little surprised) to be interviewed on the “Young Upstarts – Voice of a New Generation” blog this week (despite my age and business longevity). 🙂 The blog is focused on entrepreneurs. They tend to get “conventional suboptimal advice” like everyone else – but unique for entrepreneurs. Entrepreneurs started their own business for…
Read MoreWhen is your RRSP too large? (as seen in National Post)
I’m excited to be quoted in both the National Post and in Jonathan Chevreau’s “Findepence Hub” blog! “When is your RRSP too large?” Here are the links: National Post Findependence HUB My view is that a RRSPs over $750K-$1 million may not be the most beneficial. If your tax rate on withdrawal is higher than…
Read MoreEverything you need to know about being in a relationship and filing your taxes
Interesting article and interview by popular blogger Desirae Odjick from Half-Banked. I’ve always found doing my taxes to be a great date night. Me, my partner, a glass of wine and some sweet, sweet tax documents — what could be better? Read more…
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