Description

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

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

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