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Keyword: TFSAs

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retired women

Savings needs have risen alongside wealth, a C.D. Howe report says

RRSP piggybank

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

  • By: IE Staff
  • April 14, 2022 April 14, 2022
  • 12:48

Most TFSA holders don’t maximize contributions, according to the latest data from the Canada Revenue Agency

Eurotower in Frankfurt am Main before sundown

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

Filling out Canadian tax documents

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

senior couple money tree

More clients could benefit from TFSAs' ability to provide tax-free income in retirement

Close up of businesswoman using calculator while going through financial bills.

Find out how much clients can contribute

tax penalty

Investors who make honest mistakes can receive harsh penalties from the CRA

Frustrated man calculating bills and tax expenses

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

female advisor with laptop

Your clients may want to check their junk mail folder for correspondence from the CRA