Investment Executive Weekly newsletter

Week of October 23, 2018
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Special Reports
CRA income tax folio on advantages
The Canada Revenue Agency recently released its income tax folio on advantages for registered plans. Here's what advisors need to know.

Industry News
CRA targets RRSP, TFSA abuses in long-awaited tax document
The federal tax agency also delays implementing registered fee position
October 1, 2018

Industry News
CRA to delay registered fee position “indefinitely”
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
October 3, 2018

Industry News
How the CRA views seg funds in registered plans
Details from the tax folio on advantages
October 16, 2018

Jamie Golombek
TFSA advantage can lead to a tax of 100%
Next time a client has a desire to play games with his TFSA, point out this harsh — but legally valid — punitive tax
October 22, 2018


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