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Complete Guide To Investment Taxation

August 29th, 2013

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This blog post was originally published on the MoneyGeek.ca blog by Jin Choi. The website no longer exists, but Jin has graciously allowed us to re-publish his research for the benefit of future investors forever.

In my free book, I've covered the very basics of how investment gains are taxed. But as I've already alluded to, there's more to investment taxation than that.

I could write a series of blog posts about it, but then again, why reinvent the wheel?. I think this is one area where other blogs have done a great job.

Refresher: How Capital Gains Are Normally Taxed

This article from Canadian Living explains how capital gains are taxed as well as any.

How Capital Gains On US Stocks Are Taxed

Million Dollar Journey explains how capital gains of US stocks held by Canadians are taxed.

Capital Gains Tax Exemptions

TurboTax explains the special situations in which you can take advantage of $750,000 of lifetime capital gains examption.

How Canadian Dividends Are Taxed

Mark Goodfield fromThe Blunt Bean Counterexplains how dividend tax credits work for eligible dividends.

How Foreign Dividends Are Taxed

The Canadian Couch Potato explains how U.S. and other foreign dividends are taxed in Canada.

How Interest Income Is Taxed

The second half of this article on the Million Dollar Journey discusses how interest income is taxed.

How To Reduce Taxes

The Prudent Canadian'sGuide to Reducing Taxes show you how to do just that.

Investment Tax Calculator

Ernst & Young has a free calculator that helps you see the tax rates on various investment incomes. If you're confused about marginal vs. average taxes, see Retire Happy's article on it.

This blog post was originally published on the MoneyGeek.ca blog by Jin Choi. The website no longer exists, but Jin has graciously allowed us to re-publish his research for the benefit of future investors forever.