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What taxes will I pay when I invest?

 

Taxes can have a large impact on your return. There are different tax rules depending on the type of investment you have. For example, there are different rules for investments that:

     •    Pay interest

     •    Pay dividends

     •    Produce a capital gain when sold

  •    Are a foreign investment 

Calculating your net return after tax: Sallia's storyCalculating your net return after tax: Sallia's story

To see how taxes affect an entire investment portfolio, read Calculating your net return after tax: Sallia’s story.

Remember that if you invest in a sheltered plan, such as a Registered Retirement Savings Plan (RRSP), you won’t pay the tax due until you withdraw the money out of the plan.

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Other Topics:

Chapter 4:
What taxes will I pay when I invest?