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Year-End Financial Planning (7 posts found)


What’s tax loss selling?

What’s tax loss selling?

  • added 2 years ago

What’s tax loss selling?

  • added 2 years ago
Tax loss selling can give you the gift of lower taxes this holiday season, but it only works if you have an actual loss - and you’re ready to sell.
Explained: Top Canadian Retirement Planning Vehicles

Explained: Top Canadian Retirement Planning Vehicles

  • added 4 years ago

Explained: Top Canadian Retirement Planning Vehicles

  • added 4 years ago
What are the best retirement planning options for me?
Tax Benefits of Stock Donation In-Kind

Tax Benefits of Stock Donation In-Kind

  • added 4 years ago

Tax Benefits of Stock Donation In-Kind

  • added 4 years ago
An in-kind donation of stock instead of cash can increase your gift – and lower taxable income.
Year-End Financial Checklist

Year-End Financial Checklist

  • added 4 years ago

Year-End Financial Checklist

  • added 4 years ago
Taking the time to look at your investments at year-end can lead to tax savings
Charitable Contributions Can Make a Difference – and Ease Your Tax Burden

Charitable Contributions Can Make a Difference – and Ease Your Tax Burden

  • added 5 years ago

Charitable Contributions Can Make a Difference – and Ease Your Tax Burden

  • added 5 years ago
Donating to charity is a great way to lower your tax bill while making charitable contributions to a cause you believe in.
Investment tax strategies

Investment tax strategies

  • added 5 years ago

Investment tax strategies

  • added 5 years ago
Proper tax planning can ensure you get the most return out of your investments.
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