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Investment tax planning is not just about writing the government a cheque; it can be a deeply involved process that takes examines many different variables.
This careful work can dramatically lower the taxes you owe. Every investment option has a tax implication, and understanding the tradeoffs between each choice is critical to maximizing your returns.
RRSP, RRIF, LIF, TFSA, JWROS, LIRA – who can make sense of this alphabet soup?
A Certified Financial Planner can help you understand your investment options, their different taxation rates, and how they fit into your overall financial strategy. The more assets you have, the more complicated this process can become. Owning a corporation, being a beneficiary of a trust, or being in a limited partnership can all affect your tax plan.
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Leveraged investing is defined as borrowing money to finance an investment. You are familiar with the concept of leverage if you’ve ever…
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