Tax & Estate planning
Planning strategies for Registered Retirement Income Funds (RRIFs)
How to get the most out of your RRIF and save on taxes.
Insights from the Invesco Tax and Estate team on tax and estate planning.
Planning strategies for Registered Retirement Income Funds (RRIFs)
How to get the most out of your RRIF and save on taxes.
RESP succession planning
RESP succession planning is commonly overlooked. It is important that an RESP subscriber plan ahead to ensure the RESP beneficiary is taken care of in the event of the subscriber’s death. This article will discuss options available for RESP succession planning.
Demystifying RESP drawdowns for educational purposes
Strategically manage RESP withdrawals to optimize the tax benefits of RESPs.
Caring for your aging parents
A review of various age-related challenges including a review of general tax and estate planning considerations.
RESP withdrawals: Basic rules and strategic considerations
Learn about the fundamentals of RESPs and explore the various ways to withdraw funds from an RESP to support a student’s education or for non-educational purposes.
New trust reporting rules and implications for in-trust-for (ITF) accounts
Learn about the new tax filing requirements for ITF accounts and bare trusts, including expanded reporting obligations and exemptions.
All about the Passive Foreign Income Corporation (PFIC) Rules
The Tax and Estate team discusses the PFIC rules as they apply to U.S. residents holding foreign securities, including Canadian-domiciled mutual funds and exchange-traded funds.
Federal Budget 2024 – What you need to know
A summary of some key measures from Federal Budget 2024, tabled on April 16, 2024.
Tax savvy: Navigating 2023 filing changes and gearing up for what’s coming in 2024
The April 30 tax filing deadline for individuals is fast approaching. In preparation for that deadline, here’s a summary of some new changes for 2023, including a discussion on what to expect for 2024.
Get fresh perspectives on economic trends and events impacting the markets.
Insights on investing implications, market movements, and structural changes.
Insights on the economy, the markets, and investments from our global experts.
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Important information
The information provided is general in nature and may not be relied upon nor considered to be the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants, lawyers and/or other professionals for advice on their specific circumstances before taking any action. The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed.
Some references are U.S. centric and may not apply to Canada.
Commissions, management fees and expenses may all be associated with investments in mutual funds and exchange-traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. For mutual funds the indicated rates of return are the historical annual compounded total returns, including changes in share/unit value and reinvestment of all distributions, and do not take into account sales, redemption, distribution or optional charges, or income taxes payable by any investor, which would have reduced returns. For ETFs unless otherwise indicated, rates of return for periods greater than one year are historical annual compound total returns including changes in unit value and reinvestment of all distributions, and do not take into account any brokerage commissions or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. There are risks involved with investing in ETFs and mutual funds. Please read the prospectus before investing. Copies are available from Invesco Canada Ltd. at invesco.ca
These are the personal views of the author as at the date indicated, and not necessarily the views of Invesco Canada. The views expressed above are based on current market conditions and are subject to change without notice; they are not intended to convey specific investment advice. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions considered to be reasonable, there can be no assurance that actual results will not differ materially from such expectations.
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