If a client will be claiming a significant amount of tax deductions or credits in 2026 — including RRSP contributions or ...

A recent BMO survey found 38 per cent of Canadians dip into their RRSPs early for one reason or another. If holiday debt has you eyeing your RRSP savings it’s important to know that early withdrawals ...

There's a 15% foreign withholding tax levied on U.S.-based dividends. The post The TFSA’s Hidden Fine Print When It Comes to ...

Canadians aged 65 and older can claim the age amount tax credit, which increases to $9,208 for 2026, up from $9,028 in 2025.

Many Canadian workers aspire to retire as millionaires. A 2025 poll by the Bank of Montreal shows that Canadians believe they ...

January is the perfect time to sanity-check your RRSP at 70, because the “typical” balance is closer to the median than the misleading average.

Every Canadian aged 18 or older who opens a Tax-Free Savings Account (TFSA) is a potential millionaire in the making. Data ...

The IRS issued the proposed regulations to reflect changes made by H.R. 1 to the threshold for backup withholding for ...

As a refresher, within a TFSA, you have the flexibility to invest in similar securities as you would in your Registered ...

Caren Weiner is the lead editor for consumer finance at Forbes Advisor. During her decades as a personal finance journalist, she has covered mutual funds, taxes, banking and health insurance ...

Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Lea Uradu, J.D., is a Maryland state ...