Year-End Financial Planning Tips

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The Advantaged Investor

Raymond James Ltd./TMDS

103 episodes

4 days ago

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

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Year-End Financial Planning Tips

The Advantaged Investor

12 minutes 49 seconds

1 year ago

Year-End Financial Planning Tips

Financial Planner Ines Iraoui returns to the podcast to discuss end of year financial planning tips with host Chris Cooksey, including:

What subjects are we talking about today regarding year-end financial planning?
Tax-loss selling.
Is there a deadline to do this?
Can I sell, trigger a loss, and buy back these securities the next day?
When it comes to donating, what are the options for year-end?
Can someone only donate in cash, or can they donate investments?
Possible changes in 2024 when it comes to donations.
Retirement accounts - what needs to be done by the end of the year?
Any other strategy regarding RRIFs?
TFSA contribution limit announced for 2024?
Is there a deadline for make a TFSA contribution?
How about TFSA withdrawals?
What other recommendations would you have for year-end financial planning?

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