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Jason Heath

Jason Heath

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Can seniors claim home renos on a tax return? If so, which ones?

Ask a Planner By Jason Heath, CFP on January 20, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on January 20, 2025 Estimated...

22.01.2025 4

MoneySense

Jason Heath

Invest or pay off debt: A comprehensive guide for Canadians

Investing By Jason Heath, CFP on January 15, 2025 Estimated reading time: 11 minutes By Jason Heath, CFP on January 15, 2025 Estimated reading...

16.01.2025 5

MoneySense

Jason Heath

How is a non-registered account taxed upon death?

Ask a Planner By Jason Heath, CFP on January 13, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on January 13, 2025 Estimated...

15.01.2025 10

MoneySense

Jason Heath

How does a spouse’s death impact your TFSA contribution room?

Ask a Planner By Jason Heath, CFP on January 6, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on January 6, 2025 Estimated reading...

07.01.2025 20

MoneySense

Jason Heath

Can you move your investments from Canada to the U.S.?

Ask a Planner By Jason Heath, CFP on December 30, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on December 30, 2024 Estimated reading...

31.12.2024 5

MoneySense

Jason Heath

Can Canadian investors save tax when a stock’s company goes bankrupt?

Ask a Planner By Jason Heath, CFP on December 23, 2024 Estimated reading time: 6 minutes By Jason Heath, CFP on December 23, 2024 Estimated reading...

24.12.2024 4

MoneySense

Jason Heath

Is transferring your principal residence to your corporation a good idea?

Ask MoneySense By Jason Heath, CFP on December 16, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on December 16, 2024 Estimated...

17.12.2024 4

MoneySense

Jason Heath

RBC’s discount broker launches international trading—what to know before you invest

Ask a Planner By Jason Heath, CFP on December 9, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on December 9, 2024 Estimated reading...

11.12.2024 7

MoneySense

Jason Heath

What are the tax implications if you resell Taylor Swift tickets?

Ask a Planner By Jason Heath, CFP on December 2, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on December 2, 2024 Estimated reading...

03.12.2024 3

MoneySense

Jason Heath

Should you take extra RRIF withdrawals to increase your estate?

Ask a Planner By Jason Heath, CFP on November 25, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on November 25, 2024 Estimated reading...

25.11.2024 5

MoneySense

Jason Heath

Estate planning for singles—is a trust company the answer?

Ask a Planner By Jason Heath, CFP on November 18, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on November 18, 2024 Estimated reading...

18.11.2024 30

MoneySense

Jason Heath

How to report foreign income in Canada

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

04.11.2024 1

MoneySense

Jason Heath

Should you invest an inheritance in an RRSP or a TFSA?

Ask a Planner By Jason Heath, CFP on October 28, 2024 Estimated reading time: 6 minutes By Jason Heath, CFP on October 28, 2024 Estimated reading...

28.10.2024 1

MoneySense

Jason Heath

How to plan for taxes in retirement in Canada

Ask a Planner By Jason Heath, CFP on October 21, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on October 21, 2024 Estimated reading...

21.10.2024 2

MoneySense

Jason Heath

Year-end tax and financial planning considerations

Ask a Planner By Jason Heath, CFP on October 16, 2024 Estimated reading time: 7 minutes By Jason Heath, CFP on October 16, 2024 Estimated reading...

16.10.2024 3

MoneySense

Jason Heath

Scared of selling? When holding on to stocks can hurt you financially

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

08.10.2024 7

MoneySense

Jason Heath

How to consolidate your registered accounts for retirement income in Canada

Ask MoneySense By Jason Heath, CFP on September 30, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on September 30, 2024 Estimated...

01.10.2024 10

MoneySense

Jason Heath

Is it better to be an employee or self-employed?

Earn By Jason Heath, CFP on September 24, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on September 24, 2024 Estimated reading time:...

24.09.2024 7

MoneySense

Jason Heath

Borrowing from your HELOC to invest in equities

Ask a Planner By Jason Heath, CFP on September 16, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on September 16, 2024 Estimated...

16.09.2024 4

MoneySense

Jason Heath

Update on bare trust tax filing rules for 2024 and beyond

Ask a Planner By Jason Heath, CFP on September 9, 2024 Estimated reading time: 3 minutes By Jason Heath, CFP on September 9, 2024 Estimated reading...

09.09.2024 2

MoneySense

Jason Heath

What happens to an RESP for grandchildren when you die?

Columns By Jason Heath, CFP on September 3, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on September 3, 2024 Estimated reading time:...

03.09.2024 10

MoneySense

Jason Heath

Tax implications of adding a child’s name to your rental property

Ask a Planner By Jason Heath, CFP on August 28, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on August 28, 2024 Estimated reading...

28.08.2024 2

MoneySense

Jason Heath

A parents’ guide to home down payment gifts and loans

Ask a Planner By Jason Heath, CFP on August 19, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on August 19, 2024 Estimated reading...

20.08.2024 10

MoneySense

Jason Heath

Which types of pension income can be split with your spouse in retirement?

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

12.08.2024 3

MoneySense

Jason Heath

The benefits and flexibility of family RESPs

Columns By Jason Heath, CFP on August 9, 2024 Estimated reading time: 5 minutes Presented By MCAN Wealth By Jason Heath, CFP on August 9, 2024...

09.08.2024 4

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Jason Heath

Should you hold gold in a RRIF?

Ask a Planner By Jason Heath, CFP on August 7, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on August 7, 2024 Estimated reading time:...

07.08.2024 1

MoneySense

Jason Heath

Is now the time for retirees to sell stocks and buy GICs?

Ask MoneySense By Jason Heath, CFP on August 1, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on August 1, 2024 Estimated reading time:...

01.08.2024 50

MoneySense

Jason Heath

Can I sell my cottage tax-free?

Columns By Jason Heath, CFP on August 1, 2024 Estimated reading time: 3 minutes By Jason Heath, CFP on August 1, 2024 Estimated reading time: 3...

01.08.2024 3

MoneySense

Jason Heath

Reducing capital gains on a cottage

Columns By Jason Heath, CFP on July 31, 2024 Estimated reading time: 15 minutes By Jason Heath, CFP on July 31, 2024 Estimated reading time: 15...

31.07.2024 80

MoneySense

Jason Heath

Inheriting cottage and the capital gains implications

Columns By Jason Heath, CFP on July 31, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on July 31, 2024 Estimated reading time: 4...

31.07.2024 2

MoneySense

Jason Heath

What happens when you can’t manage your investments anymore?

Ask a Planner By Jason Heath, CFP on July 29, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on July 29, 2024 Estimated reading time: 4...

29.07.2024 9

MoneySense

Jason Heath

Capital gains tax when renting out your former principal residence

Ask a Planner By Jason Heath, CFP on July 25, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on July 25, 2024 Estimated reading time: 5...

25.07.2024 2

MoneySense

Jason Heath

Selling a cottage to a family member: What that means for capital gains

Columns By Jason Heath, CFP on July 18, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on July 18, 2024 Estimated reading time: 5...

18.07.2024 2

MoneySense

Jason Heath

Tax deductible expenses when selling a cottage in Canada

Columns By Jason Heath, CFP on July 16, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on July 16, 2024 Estimated reading time: 4...

17.07.2024 8

MoneySense

Jason Heath