Podcast: Planning for capital losses with tax-loss selling

May 08, 2020 |Tony Maiorino and Allison Marshall

“Within tax planning, two main aspects are minimizing taxable gains and finding ways to effectively manage losses. It’s here that the strategy of tax-loss selling may be beneficial.”

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Prescribed rate loan planning

Prescribed rate loan planning

Apr 28, 2020 |RBC Wealth Management Services

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

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What to do with your tax refund

Apr 25, 2019 |Travis Stringer

Strategies to optimize the use of your income tax refund

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2018 Tax Preparation Reminders

Mar 12, 2019 |Travis Stringer
With the 2018 personal income tax return filing deadline fast approaching, this is a great time to see if you’re taking advantage of all of the tax benefits you may be entitled to. The following information outlines items you may want to consider when...
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Transferring Future Growth of a Security to your Spouse

Feb 20, 2019 |Travis Stringer
If you hold a security, such as a stock, that you expect will significantly increase in value and you’d like to have its future appreciation taxed in the hands of your spouse rather than in yours, this article discusses a potential tax planning approach...
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Transferring Capital Losses to your Spouse

Feb 04, 2019 |Travis Stringer
You and your spouse may make different investment choices. As a result, you may have unrealized capital losses that your spouse may benefit from. This article discusses how you may be able to transfer unrealized capital losses to your spouse which may...
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Staying the Course

Jan 28, 2019 |Travis Stringer

There is no avoiding the fact that periodically, markets will experience short-term volatility, which can cause investors to question their investments and investment plans.

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Early 2019 tax tips

Jan 08, 2019 |Travis Stringer

Tax planning strategies that have deadlines early in 2019

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Wealth Management Quarterly - Fall 2018

Nov 02, 2018 |Travis Stringer
Views on the global financial markets and insights on managing your wealth. GLOBAL INSIGHTS MONTHLY Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management. Read more SPECIAL REPORT Housing trends and affordability...
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Wealth Management Quarterly - Winter 2018

Jan 22, 2018 |Travis Stringer

Views on the global financial markets and insights on managing your wealth.

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