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CA
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Xin Luo
616 ●●●● Way
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CA
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CA
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Xin Luo, CFA - Your Trusted Financial Advisor | How financial planning could change your life | luofinancial.info Reviews
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How financial planning could change your life
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Tips for Filing Rental Income Tax | Xin Luo, CFA - Your Trusted Financial Advisor
https://luofinancial.info/2014/03/26/tips-for-filing-rental-income-tax
Xin Luo, CFA – Your Trusted Financial Advisor. How financial planning could change your life. Tips for Filing Rental Income Tax. March 26, 2014. If you are a landlord, it is important to understand how to file rental income tax. The tax filing is done by completing Form T776, Statement of Real Estate Rentals. Tip 1: Claim Your Expense. Interest on mortgage,. Other expenses incurred to generate rental income. Tip 2: Current or Capital Cost. If you are not sure where an expense is current or capital, there...
investment | Xin Luo, CFA - Your Trusted Financial Advisor
https://luofinancial.info/tag/investment
Xin Luo, CFA – Your Trusted Financial Advisor. How financial planning could change your life. Posts Tagged With: investment. Using Tax Loss Harvesting to Lower Your Tax. December 3, 2013. What Is Tax Loss Harvesting. Here is a simple example to see how it works. Assume you invested $10,000 a year ago in stock XYZ, after a year, the value drops to $9,000. You still like the stock and think its value will move up in future. The 30-day restriction also applies to the period before you sell the shares. F...
How Much CPP Can I Get After Retirement? | Xin Luo, CFA - Your Trusted Financial Advisor
https://luofinancial.info/2014/11/02/how-much-cpp-can-i-get-after-retirement
Xin Luo, CFA – Your Trusted Financial Advisor. How financial planning could change your life. How Much CPP Can I Get After Retirement? November 2, 2014. As a financial advisor, I am often asked by my clients: I have seen the CPP deductions on each of my pay stub, how much CPP can I receive after retirement? The amount of your retirement pension is based on how much and how long you have contributed to the CPP at the time you apply. What is my contributory period and how is it used? The amount you get con...
CPP | Xin Luo, CFA - Your Trusted Financial Advisor
https://luofinancial.info/tag/cpp
Xin Luo, CFA – Your Trusted Financial Advisor. How financial planning could change your life. Posts Tagged With: CPP. Money for Life: How to start planning for your retirement? April 30, 2013. This is a great short vedio about the “Money for Life” concept. What you need to do to start planning your retirement needs. February 4, 2013. The Government of Canada provides these pension benefits:. The Old Age Security (OAS) pension;. The Guaranteed Income Supplement (GIS);. The Canada Pension Plan (CPP). Unlik...
retirment | Xin Luo, CFA - Your Trusted Financial Advisor
https://luofinancial.info/tag/retirment
Xin Luo, CFA – Your Trusted Financial Advisor. How financial planning could change your life. Posts Tagged With: retirment. Using Tax Loss Harvesting to Lower Your Tax. December 3, 2013. What Is Tax Loss Harvesting. Here is a simple example to see how it works. Assume you invested $10,000 a year ago in stock XYZ, after a year, the value drops to $9,000. You still like the stock and think its value will move up in future. The 30-day restriction also applies to the period before you sell the shares. Fo...
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退休后我可以拿到多少 CPP? | 罗欣,CFA - 您信任的理财专家
https://luofinancialchinese.wordpress.com/2014/11/06/退休后我可以拿到多少-cpp
罗欣,CFA – 您信任的理财专家. 十一月 6, 2014. 截至2014年一月，在65岁时领取CPP的平均金额为$633.46，而满额则是$1,038.33。 如果您有40年的时间CPP都从工资中扣除到最高额，您就可以拿到满额的CPP 截至2014年一月，在65岁时领取CPP的 满额是$1,038.33。 这个计算器使用您 My Service Canada Account 账号中的信息来估算您将来可能的CPP退休金。 My Service Canada Account. Newer post →. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. Follow Blog via Email.
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大病保险作为双赢策略 | 罗欣,CFA - 您信任的理财专家
https://luofinancialchinese.wordpress.com/2013/11/10/大病保险作为双赢策略
罗欣,CFA – 您信任的理财专家. 十一月 10, 2013. Insurance Products Offered Through IPG Insurance Inc. Newer post →. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. You are commenting using your Google account. ( Log Out. Insurance Products Offered Through IPC Estate Services Inc. Follow Blog via Email.
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Xin Luo | 罗欣,CFA - 您信任的理财专家
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罗欣,CFA – 您信任的理财专家. Author Archives: Xin Luo. A trusted financial advisor specialize in the area of: Investment Planning Wealth Accumulation Young Professionals Tax Saving Strategies Retirement Planning Term and Permanent Insurance Strategies Critical Illness, Disability and Long-Term Care Insurance Programs Travel Insurance. 十二月 30, 2015. 十一月 6, 2014. 截至2014年一月，在65岁时领取CPP的平均金额为$633.46，而满额则是$1,038.33。 如果您有40年的时间CPP都从工资中扣除到最高额，您就可以拿到满额的CPP 截至2014年一月，在65岁时领取CPP的 满额是$1,038.33。 My Service Canada Account.
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出租房报税小窍门 | 罗欣,CFA - 您信任的理财专家
https://luofinancialchinese.wordpress.com/2014/03/27/出租房报税小窍门
罗欣,CFA – 您信任的理财专家. 三月 27, 2014. 小技巧之三 Capital Cost Allowance (CCA). Newer post →. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. You are commenting using your Google account. ( Log Out. Insurance Products Offered Through IPC Estate Services Inc. Follow Blog via Email.
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人寿保险基本 | 罗欣,CFA - 您信任的理财专家
https://luofinancialchinese.wordpress.com/2013/04/30/人寿保险基本
罗欣,CFA – 您信任的理财专家. 四月 30, 2013. Universal Life Insurance (UL)保险. Insurance Products Offered Through IPG Insurance Inc. Newer post →. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. You are commenting using your Google account. ( Log Out. Follow Blog via Email.
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利用投资亏损收获（USING TAX LOSS HARVESTING）策略来降低收入税 | 罗欣,CFA - 您信任的理财专家
https://luofinancialchinese.wordpress.com/2013/12/07/利用投资亏损收获（using-tax-loss-harvesting）策略来降低收入税
罗欣,CFA – 您信任的理财专家. 利用投资亏损收获 USING TAX LOSS HARVESTING 策略来降低收入税. 十二月 7, 2013. 什么是投资亏损收获 Tax Loss Harvesting 策略. 假设您的最高税率是40%，您就可以省下$200的税 $1,000 50% 40% = $200)。 在我们的例子中，假如您又用$90,000买回了XYZ股票并且在将来以$110,000卖出，您将来的资本增值则是$20,000 而不是$10,000。 Newer post →. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. Follow Blog via Email.
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加拿大政府退休福利 | 罗欣,CFA - 您信任的理财专家
https://luofinancialchinese.wordpress.com/2013/02/04/加拿大政府退休福利
罗欣,CFA – 您信任的理财专家. 二月 4, 2013. 补贴 Allowance 和丧偶补贴 Allowance for the Survivor. 补贴 Allowance 或丧偶补贴 Allowance for the Survivor. 补贴 Allowance 是加拿大政府给与低收入的老人 60至64岁 的福利。 丧偶补贴 Allowance for the Survivor. 2013年CPP的最高额度 在65岁申请 是 $1,012.50. Newer post →. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. Insurance Products Offered Through IPC Estate Services Inc.
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联系我 | 罗欣,CFA - 您信任的理财专家
https://luofinancialchinese.wordpress.com/联系我
罗欣,CFA – 您信任的理财专家. 网址: http:/ luofinancial.com. 电邮: xin.luo@ipcc.org. 邮寄: 616 Miro Way, Kanata, ON K2T 0E6. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. You are commenting using your Google account. ( Log Out. Insurance Products Offered Through IPC Estate Services Inc.
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罗欣,CFA - 您信任的理财专家 | 财务规划可以怎样改变您的生活？ | 第2页
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罗欣,CFA – 您信任的理财专家. 不想损失您的投资 试试独立基金 SEGREGATED FUND. 五月 20, 2012. 类似于共同基金 mutual funds ，但由加拿大的保险公司管理。 独立基金有一些独一无二的特别功能，比如到期和死亡利益保证，重置 reset ，债权人保护 credit protection ，等等。 到期和死亡利益保证 Maturity and Death Guarantees. 比如说，如果您最初的$50,000投资在合同到期时增长到$70,000，您就会收到市值$70,000 元。 在我们的例子中，如果您的投资在合同到期时只有$30,000，您仍然会收到最初的投资额$50,000 元。 RRSP 还是 TFSA 哪个才是更好的选择. 五月 20, 2012. 这个额度是由下面的方法计算而来 以前没有用完的额度，加上前一年收入的18%直至一个特定的限额，减去养老金调整 PA 和过去服务养老金调整 PSPA ，在加上养老金调整逆转 PAR。 这是因为您要为超出的资金 目前是超过存款限额$2,000以上的部分 交纳非常高的惩罚税 每月交纳超出资金的1%。 除此之外，您的...
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Xin Luo, CFA - Your Trusted Financial Advisor | How financial planning could change your life
Xin Luo, CFA – Your Trusted Financial Advisor. How financial planning could change your life. How Much CPP Can I Get After Retirement? November 2, 2014. As a financial advisor, I am often asked by my clients: I have seen the CPP deductions on each of my pay stub, how much CPP can I receive after retirement? The amount of your retirement pension is based on how much and how long you have contributed to the CPP at the time you apply. What is my contributory period and how is it used? The amount you get con...
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罗欣,CFA - 您信任的理财专家 | 财务规划可以怎样改变您的生活？
罗欣,CFA – 您信任的理财专家. 11月 6, 2014. 截至2014年一月，在65岁时领取CPP的平均金额为$633.46，而满额则是$1,038.33。 如果您有40年的时间CPP都从工资中扣除到最高额，您就可以拿到满额的CPP 截至2014年一月，在65岁时领取CPP的 满额是$1,038.33。 这个计算器使用您 My Service Canada Account 账号中的信息来估算您将来可能的CPP退休金。 My Service Canada Account. 03月 27, 2014. 小技巧之三 Capital Cost Allowance (CCA). 利用投资亏损收获 USING TAX LOSS HARVESTING 策略来降低收入税. 12月 7, 2013. 什么是投资亏损收获 Tax Loss Harvesting 策略. 假设您的最高税率是40%，您就可以省下$200的税 $1,000 50% 40% = $200)。 在我们的例子中，假如您又用$90,000买回了XYZ股票并且在将来以$110,000卖出，您将来的资本增值则是$20,000 而不是$10,000。
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