Keyword: TFSA

137 results found
The Canada Revenue Agency sign outside the National Headquarters at the Connaught Building in Ottawa is seen on Monday, March 1, 2021. CRA Tax

In an income tax folio, the Canada Revenue Agency clarified its position on settlement amounts and registered plans

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

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

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


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


Find out how much clients can contribute

Bridge to Canada Sign

U.S. tax rules can lead to TFSA troubles