Q: I have sold my positions in ENB and ZCL for tax loss reasons. I am wondering if I should look at other stocks to replace these now or just hold the cash and buy these back in January. I would like your opinion and suggestions. I have a very long time frame. Thank you
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I know you have answered this question before (more than once). Could you please give me the link to the blog or article you wrote a while back that went through the type of investments that are most suitably held in an RRSP, a TFSA, a taxable cash account, etc. I could really use it when you wrote it. Now I have an opportunity to set up things more purposively and would like to review it. Thank you.
Q: i am confused about the Return of Capital and how it helps investors versus pure dividiends with the Cdn Dividident tax credit. I think the return of capital gets deducted from my original cost base but then doesn't that just increase my capital gain on the disposition of the stock. Your explanation of this would be helpful
Q: You have said that there is no withholding tax on US securities, held in a RRSP/RRIF. Do you know if there is withholding tax on US securities held in RDSP. I have purchased RUF.UN and see withholding taxes.
Best Regards
Harold
Best Regards
Harold
Q: Regarding capital gains on US stocks,is the tax paid to the US government? Can capital losses on Canadian stocks be applied against capital gains on US stocks?
Q: Following your balanced portfolio and have CLS and PKI in my investment account. Should I sell them before the end of the year and take a loss for tax purposes and rebuy in the new year?
T Steve
T Steve
Q: Are US stocks treated the same as Canadian stocks in investement accounts? Can one claim capital losses the same as Canadian stocks? How are the dividents treated for US stocks/ etfs? Thanks
Shyam
Shyam
Q: Hi
I am an ETF rookie.
Please help me understand the tax side of the ETF world . For example, in a non- registered account, would the tax friendly " dividend gross up" apply to the dividends received from
ISHARES CANADIAN SELECT DIVIDEND INDEX FUND (Toronto symbol XDV)?
Thanks for your excellent service.
Frank
I am an ETF rookie.
Please help me understand the tax side of the ETF world . For example, in a non- registered account, would the tax friendly " dividend gross up" apply to the dividends received from
ISHARES CANADIAN SELECT DIVIDEND INDEX FUND (Toronto symbol XDV)?
Thanks for your excellent service.
Frank
-
Barrick Mining Corporation (ABX $50.08)
-
iShares S&P/TSX Global Gold Index ETF (XGD $51.13)
-
SPDR Gold Shares ETF (GLD $396.45)
-
VanEck Gold Miners ETF (GDX $84.44)
Q: I am planning to sell ABX to take a tax loss. However, I like to stay invest in the gold/gold miner sector. I can get my wife to buy back ABX or any of the above companies. I would like your opinion on your preferred investment vehicle in gold/gold miner at this time > any of the above 5 companies? or do you have any other favorite company in this sector ? BTW, can you let me know if I buy ABX in the NYSE, will its dividend qualified for Canadian dividend tax credit ? Thank you.
Q: I am retired and my income needs are covered by pension and RRSP. My question is about my non sheltered investment account and the dividends. Since I don't require the income from that account, would it make sense to enroll the dividend securities in the DRIP/DPP plans available? Would this reduce my income for tax purposes because I would just be "buying" more of the security instead of gaining cash dividends?
Thanks for your help.
Thanks for your help.
Q: how long must you wait until you can repurchase a company you sold as a tax loss without losing the tax loss benefit thanks Paul
Q: For the RRSP and TFSA account , Is there any rule by CRA that you have to invest certain percentage of the portfolio in Canadian equities?
Q: Should I be looking at PUR for a tax loss or adding on weakness? Down 22% YTD but only hold a 3% position in my portfolio. Only stock I hold in the space.
Q: Hi the great 5i team, following your portfolio suggestion, we finally turn a losing into a gain this year. What we want to know is related to capital gain / loss. If net loss 2016 is 20000 and net loss from other years is 80000, what would be the amount of total capital gain this year without paying tax ? Thanks always.
Q: You mentioned today that RBN distributions last year was 77% return of capital.
Can you list some other high yielding tickers with a high return of capital, I know there are some REIT's in that category.
Can you list some other high yielding tickers with a high return of capital, I know there are some REIT's in that category.
Q: What are your thoughts on tax loss selling either or both of these names. Is there a danger of being cought out of the stock?
Q: As it is tax-loss-selling season, what are two or three of your favourite candidates in this space (that could have a bounce back in the new year)? Cheers.
Q: If the Trump tax plan goes through on corporate taxes, this would be a real plus for canadian companies that do a large part of there business in the USA, am i right on this, and what large companies of our's would really benefit?
Thank you
Thank you
Q: Please advise how long I have to wait to buy back a stock I have sold for tax loss purposes. Thanks
Q: I wish to realize a capital gain on a number of positions. I also plan to immediately re-purchase these same positions. From a tax standpoint, can I simply sell and then re-buy straight away (e.g. a few seconds/minutes later), or do I need to wait some period of time? Thank-you.