Sentences with phrase «convert portfolio holdings»

Not exact matches

In my personal portfolios, I track the asset allocation in Canadian dollars by converting foreign holdings into Canadian dollars using the prevailing exchange rate.

All holdings are converted back to the currency of the portfolio tax residency, as portfolios in Sharesight are taxable entities.

A consultation paper released earlier this year talks about eliminating tax loopholes for sprinkling income using private corporations, holding a passive investment portfolio inside a private corporation and converting a private corporation's regular income into capital gains.

Similarly, if you have a large non-registered portfolio of tax - efficient Canadian dividend - paying stocks, you can convert some of these holdings to the TFSA (first paying tax on any triggered gains).

Even with potential annual withdrawals from her RRSP, by age 71, when she has to convert the RRSP to a Registered Retirement Income Fund, the portfolio, assuming 4 per cent annual growth after inflation, will hold $ 541,000.

In Portfolio C, he must withdraw $ 1,538 from the stock fund held in a deductible pension account to buy $ 1,000 of goods and services; taxes consume the other $ 538... we can convert the $ 153,800 of before - tax funds to after - tax funds by multiplying by (1 — t), where t is his expected tax rate during retirement.