4 steps to getting investment income without paying the CRA more taxes

  • 📰 nationalpost
  • ⏱ Reading Time:
  • 44 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 21%
  • Publisher: 80%

Business News News

Business Business Latest News,Business Business Headlines

Here\u0027s how to balance dividends with a lower tax bill. Find out more.

For greater clarification on a few items, depending on the income of the corporation, many private-company dividends could fall into either eligible or ineligible. For return of capital, it is zero per cent today, but it essentially serves as a deferred capital gain.Article content

In general, earning steady income from investments makes sense even if we’re talking about lowering investment income in taxable accounts. A study of the S&P 500 going back 80 years found dividends made up between 25 per cent and 75 per cent of total returns depending on the decade. As a result, I am a fan of dividends, but how do you balance this with a lower tax bill?

If you don’t have any taxable accounts , then being strategic about where investments sit is generally not very relevant. Even if you require a monthly cash flow, keep in mind you can still sell an investment to raise this cash. From a tax perspective, if it is in a taxable account, this will generate capital gains , and each dollar will result in a lower tax rate than interest income.Alphabet Inc., Constellation Software Inc. and many other stocks don’t pay any dividend at all.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 10. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

4 steps to getting investment income without paying the CRA more taxesHere\u0027s how to balance dividends with a lower tax bill. Find out more.
Source: financialpost - 🏆 7. / 85 Read more »

4 steps to getting investment income without paying the CRA more taxesHere\u0027s how to balance dividends with a lower tax bill. Find out more.
Source: fpinvesting - 🏆 43. / 63 Read more »