Tax Planning For Non-Registered Investments

1 October, 2013

Filed Under: Investment Services | Retirement

As we near the end of 2013, this is a good time to do a review of your tax situation in regards to non-registered investments. While it is generally a good idea to defer taxation as long as possible, there are circumstances in which it can be beneficial to realize gains in a year where your taxable income may be low, or to crystallize losses to be used for offsetting future gains. This is also a good time to make charitable donations and take advantage of the associated tax write-offs. Are you ready for the end of the 2013 tax year?