Tax Triggers: Decisions and Deadlines to Watch

Tax Triggers: Decisions and Deadlines to Watch

Some tax decisions are tied to specific dates, while others are shaped by life events. All of them can affect your annual tax strategy. Greg Bonnell speaks with Georgia Swan, Tax and Estate Planner at TD Wealth, about notable triggers throughout the year— including RRSPs, RESPs and various investing choices — and why tax planning is a year-long process.

🔗 Watch the full conversation here: https://www.moneytalkgo.com/video/tax-triggers-decisions-and-deadlines-to-plan-ahead-for/

Written by Fred Zhou

Husband, father, and lifelong learner. Sharing reflections on family, health, and wealth every Thursday.