Mid-Summer Reviews: When to Collect OAS and CPP
Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.Build Your Retirement Nest Egg
Have confidence that you will never run out of money – learn to maximize your long term financial security and minimize risk and taxes. Get your copy of Master Your Retirement today.
Advise Affluent Families with Intergenerational Wealth Transfer Needs
Facilitate estate planning solutions tailored to your clients’ situations. Enrol in Use of Trusts in Tax and Estate Planning.
Complex Exit Strategies?
Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Think strategically with succession planning experts and top wealth advisors. Experience education differently at DAC!
Feds Sell Billions of First Ever 50 Year Bonds
When Finance Minister Joe Oliver announced on April 28 that the Government of Canada would issue $1.5 billion in first-of-a-kind 50-year bonds, maturing on December 1, 2064 with a yield of 2.96 per cent, he hoped for strong demand and the placement of at least $750 million.
Path to Bachelor’s Degree Required for Out-of-Country Tuition Tax Credits
The Tax Court of Canada (TCC) recently had to decide whether a taxpayer who attended a “university outside Canada” qualified to claim the tuition fee tax credit, under paragraph 118.5(1)(b) of the Income Tax Act (the Act).
Evelyn Jacks: Should Top Incomes Be Subject To Higher Taxes?
As provinces in Canada attempt to add surtaxes to top earners in Canada, the most recent being Ontario in its defeated May 1 budget, a debate on whether top incomes should be subject to more tax continues.
