Doug Carroll

Tax & Estate

Doug Carroll, JD, LLM (Tax), CFP, TEP, is a tax and estate consultant in Toronto.

Shuttle strategies to boost tax-sheltered plans

TFSAs can be used to route funds into home, education and retirement savings plans to increase benefits

By Doug Carroll |April 9, 2024

4 min read

What to know before commuting a pension

The rules are complex, and so is your decision

By Doug Carroll |November 27, 2023

5 min read

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll |October 10, 2023

3 min read

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

By Doug Carroll |March 23, 2021

4 min read

Chess and retirement planning

The decumulation game requires a dynamic strategy

By Doug Carroll |January 22, 2021

3 min read

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

By Doug Carroll |November 13, 2020

3 min read

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

By Doug Carroll |July 2, 2020

3 min read

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

By Doug Carroll |April 1, 2020

4 min read