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Keyword: TFSA

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time is money

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

couple saving money together

Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance

  • By: Staff
  • April 14, 2022 April 14, 2022
  • 12:52
Chalk drawing of house

These initiatives can help clients enter the housing market

illustration of magnifying glass and tax forms

Latest TFSA data shows that unused room exceeds the tax-free account’s fair market value for most accountholders

Wooden cubes tax with canadian dollar

Use this handy list of tax numbers as a quick reference

  • By: Staff
  • December 8, 2021 February 11, 2022
  • 16:20
Managing a family business

The odds are good, but the final answer won't come until November 2022

Idea

This strategy can work well for wealthy clients with large TFSA balances

Megaphone

Find out how much clients can contribute

Bridge to Canada Sign

U.S. tax rules can lead to TFSA troubles

tax owing

A quirk in the TFSA overcontribution waiver rules could lead to taxes owed on a zero-dollar account