Tag · Canada
rollover
Loopholes Tagged "rollover"
Plain-English guides to Canadian legal rights and workarounds related to rollover.
Hard estate-planning
Spousal Trust — Defer Capital Gains Tax on Appreciated Assets Until a Surviving Spouse Dies
A qualifying spousal trust allows assets to roll over to a surviving spouse at cost — deferring capital gains tax on death until the survivor disposes of the assets or dies, potentially saving hundreds of thousands in estate taxes.
Hard If You're Saving for Retirement
RDSP Rollover From a Deceased Parent's RRSP or RRIF — Move Retirement Money Into a Disabled Child's RDSP
In some cases, amounts from a deceased parent's or grandparent's RRSP, RRIF, or registered pension plan can be rolled into a financially dependent infirm child's or grandchild's RDSP on a tax-deferred basis.