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McLarty & Co Wealth Management Corporation

Avoid the Tax Bite when it's Time to Tap your RRSP

Globe & Mail - February 25, 2013

Ross McShane provides advice to Globe and Mail readers on reducing the tax bite when withdrawing from RRSPs.

 

To read this article please click here.

 

 

McLarty & Co Wealth Management Corporation
Financial Facelift: Debt Free Couple Should Focus on Short Term Goals

Globe & Mail - November 3, 2012
Ross McShane outlines a number of strategies available to a young couple who are planning on buying their first home and starting a family.

 

To read this article please click here.

 

 

McLarty & Co Wealth Management Corporation
Pension or lump sum? Five question you need to ask.

Globe & Mail - September 27, 2012
Whether or not to leave retirement money in a former employer’s defined benefit plan or withdraw it as a lump sum is something that Ross McShane is frequently asked about. In this Globe and Mail article Ross helps columnist John Heinzl answer five questions related to this decision. As the article explains, there is no one right answer and a number of considerations to take into account.

 

To read this article please click here.

 

 

McLarty & Co Wealth Management Corporation
Is There Such a Thing as Being Too Frugal?

Globe & Mail - May 25, 2012
In John Heinzl's popular Investor Clinic article Ross McShane discusses issues related to a spouse whose spending habits are preventing the couple from enjoying the lifestyle that the couple's retirement income permits. One of Ross's suggestions is to prepare a worst case financial plan to show the spouse that even in that scenario the couple can afford to live it up more than they have been.

 

To read the article please click here.

 

 

McLarty & Co Wealth Management Corporation
Generating Cash Flow During the Golden Years

Canadian MoneySaver - March/April 2012
Ross McShane provides individuals with tax-smart cash generation strategies in the March/April 2012 issue of Canadian MoneySaver.

 

To read the article please click here.

 

 

McLarty & Co Wealth Management Corporation
Smooth Out Your Income

MoneySense Magazine - February/March 2012
Ross McShane, provides savvy investors with guidance on how to take advantage of sophisticated strategies that will amplify their tax savings in the years to come. They do it by using a tactic called income smoothing.?

 

To read the articlie please click here.

 

 

McLarty & Co Wealth Management Corporation
How to Turn on the Money Taps

Globe & Mail - February 10, 2012
In this Globe and Mail article Ross McShane describes some personal situations that may provide opportunities to minimize the tax paid on RRSP withdrawals.

 

To read the articlie please click here.

 

 

McLarty & Co Wealth Management Corporation
Delectable Dividends

Money Sense - December/January 2012
Ross McShane crunches the numbers in this MoneySense article that takes a closer look at several tax matters related to Canadian dividend income.

 

To read the articlie please click here.

 

 

McLarty & Co Wealth Management Corporation
Taming the Retirement Monster

Globe & Mail Financial Facelift - December 16, 2011
Pay off your line of credit, transfer $15,000 worth of investments to a Tax Free Savings Account (TFSA) immediately and, from age 60 to 63, transfer $5,000 a year from your RRSP to your TFSA. This is what Ross McShane suggested to a single 50-something woman worried about her retirement.

 

To read the articlie please click here.

 

 

McLarty & Co Wealth Management Corporation
Taking Advantage of Tax-Loss Harvesting by Ross McShane
Canadian Money Saver - November/December 2011
Ross provides some tips on how investors should review their portfiolio to determine if opportunities exist to trigger tax losses that will offset taxes the investor would otherwise owe on capital gains.  The article does make it quite clear however, that investment fundamentals should always remain the most important role in determining which stocks to sell and that harvesting the tax loss is a secondary consideration.

To read the article please click here.

 

SB Partners
Press Release - June 2011
Trivaris Ltd., a strategic commercialization firm and SB Partners have partnered to offer strong business enterprises with Strategic Innovation Services.  Through extensive leadership experience, services are being offered by this unique and powerful partnership to help business achieve growth by assisting with meeting objectives such as: decreasing time-to-market, improving process efficiencies, identifying next generation products and services, surfacing distribution advantages, cutting costs and connecting to a vast network.

To read the full press release please click here.

 

 
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