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

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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

piggy bank with flag of Canada

Total fair market value of plan assets increased 16.5-fold over the first decade

Miniature of business men observing maze risk concept

Most respondents (70%) said it was hard to know what to do in the current environment

  • By: IE Staff
  • January 25, 2021 January 22, 2021
  • 09:00
A see through piggy bank with money coins

Average unused TFSA contribution room in 2018 was $34,165

More than half of Canadians made the contributions they had planned to this year

  • By: IE Staff
  • December 15, 2020 December 15, 2020
  • 11:37
A see through piggy bank with money coins

Clients with an EQ savings account can open the new accounts

  • By: IE Staff
  • December 9, 2020 December 15, 2020
  • 11:21