FHSA – Advisor's Edge

FHSAs and the role of spouses

michelleschriver — Tue, 10 Oct 2023 19:34:22 +0000

Help clients get the maximum benefit from these accounts

melissa — Thu, 10 Aug 2023 20:16:22 +0000

The agency will also be releasing a consolidated T4 slip for FHSA account holders

Mark — Fri, 21 Jul 2023 17:22:13 +0000

The industry is still waiting for certain forms needed to administer the new plans

Mark — Wed, 28 Jun 2023 13:20:56 +0000

Clients may be eager but timing is important

Maddie Johnson — Mon, 12 Jun 2023 20:00:19 +0000

Strategies to minimize tax implications, including the FHSA

melissa — Fri, 09 Jun 2023 20:11:00 +0000

It’s not too early to consider the estate implications if someone dies while holding an FHSA

melissa — Wed, 31 May 2023 19:20:42 +0000

The issue of what happens when an FHSA holder dies may need to be dealt with sooner rather than later, for example

melissa — Tue, 23 May 2023 12:30:32 +0000

The holder needs a written agreement to buy or build a home to make a tax-free withdrawal

melissa — Fri, 19 May 2023 14:25:43 +0000

Even homeowners can open an FHSA in some cases

Mark — Mon, 03 Apr 2023 17:45:17 +0000

Other firms are rushing to set up back-office systems and internal procedures for the account