This shows how the different tax rules effect the total return in each type of account for different investment options.
% Gross Div Rate | |
% Cap Gain Tot Gain | |
% Interest Rate (ytm) | |
% Interest Coupon | |
yrs Bond Term | |
% Inflation Show on graph | |
% Dividend Marg Rate | |
% Marginal Rate | |
% RRSP Out Avg Rate | |
% RESP Grant | |
Years Held |
Type | NonReg | RRSP | TFSA | RESP | Mer% | Mer |
Canadian Domiciled | ||||||
Canadian Equity | ||||||
Equity, div->cg | ||||||
Canadian FI | ||||||
US Equity | ||||||
Frgn Equity | ||||||
US Eq Wrap | ||||||
Frgn Eq Wrap | ||||||
World Eq | ||||||
US Domiciled | ||||||
US Equity | ||||||
Foreign Equity | ||||||
World Eq |
Withholding tax rates | ||
% US->Cdn | % Frgn->Cdn | % Frgn->US |
Portfolio | ||||||
Sym | Acct | Div% | Mer% | Amt$ | Tot$ |