Essential tax numbers: Updated for 2025 - Advisor's Edge
2024年11月21日 · AdobeStock / Erick Eterosa You have a lot to remember as an advisor, so we’ve assembled this reference list of tax numbers. We’ll update it as things change. Working …
Pros and cons of family trusts - Advisor's Edge
2024年9月25日 · AdobeStock / Nishihama While recent changes in federal tax policy may affect whether trusts represent the best planning strategy for some families, the vehicles still have …
When naming minor beneficiaries causes major complications
2020年8月7日 · When your client leaves assets to a minor — either as a beneficiary of the client’s will or a named beneficiary of a registered investment or insurance product — ensure that your …
Total TFSA contribution room to rise above $100K in 2025
2024年10月15日 · AdobeStock / Alex The TFSA dollar limit will be $7,000 in 2025, matching the 2024 amount. That means the total contribution room available next year for someone who …
Transferring a 401(k) or IRA to Canada - Advisor's Edge
2020年11月26日 · Clients who lived and worked in the United States may have accumulated retirement savings in U.S. plans. Or they may have inherited a U.S. plan on the death of a …
Long-term care: How much it costs and how to pay for it
2024年7月29日 · iStock / Grandriver Clients often don’t budget for long-term care in their retirement plans, which can be a considerable expense. While the public system is subsidized …
Why investors should consider Canadian dividend-paying stocks
2024年11月18日 · iStock / da kuk Canadian dividend-paying stocks offer an attractive opportunity as interest rates decline and investors search for yield. “As interest rates come down, …
Everything you need to know about Graduated Rate Estates
2017年2月24日 · It’s been just over a year since the Department of Finance introduced a new income tax term, the Graduated Rate Estate (GRE). The GRE has brought with it both …
Long-term care and the principal residence exemption - Advisor's …
2020年5月5日 · Kali9 / iStockphoto.com According to 2016 census data, 6.8% of Canadians 65 or older live in nursing homes or residences for seniors. The proportion jumps to 30% among …
Frances Donald to become RBC’s chief economist - Advisor's Edge
2024年7月26日 · iStock / Tadamichi A new chief economist for RBC leads off our regular summary of notable moves across the financial industry. Frances Donald — a notable industry …