TFSA Basics

A Tax-Free Savings Account (TFSA) is a great tool for saving, whether you’re saving for a rainy day, home repairs, or retirement. Because you can withdraw the money tax-free whenever you need it, TFSAs are also a good choice for an emergency savings fund.

TFSA basics

If you do withdraw money from your TFSA, you won’t lose yearly contribution room because the withdrawn amount will be added to your contribution limit for the following year, or any year after that. As well, any unused contribution room gets carried over to the following year.

Talk to your account manager about how to best take advantage of this great, versatile saving product.

TFSA Basics

  • The TFSA is available to Canadians 18 years of age or older.
  • Investment income earned in the account is not taxed.
  • Much like an RRSP, a range of investment vehicles, including savings accounts, guaranteed investment certificates and mutual funds can be held in a TFSA.
  • Up to $5,000 can be contributed for each year between 2009 and 2012. The contribution limit for 2013 is $5,500.
  • Unused contribution room can be carried forward indefinitely.
  • While contributions are not tax-deductible, tax-free withdrawals can be made anytime.
  • Any withdrawals from the plan add to future contribution room, letting you “replace” whatever you take out the following year.

Learn more about Tax-Free Savings Accounts.

About Adam Richard

Adam C. Richard, is a Wealth Adviser with Aviso Wealth at ACU Wealth Management. His goal is to build enduring relationships by helping client establish achievable lifetime goals and then tailoring investment and retirement income plans to meet their specific needs. Contact: Assiniboine Financial Group 200-900 Harrow Street East 204.258.3382 arichard@assiniboine.mb.ca

View all posts ›

Up Next

Fabricio Mendes, SVP Asset Management and Investor Relations, LS Properties, shakes hands with a man outside a building.
,

LS Properties takes community-centered approach to Winnipeg real estate

For Winnipeg-based LS Properties, finding high-quality properties isn’t the only business focus. It’s also looking for high-quality relationships. LS Properties is a local real estate company that acquires properties in…

Read more ›
set up your own email account

5 simple steps to set up your own email account

Whether you’re new to digital banking or already use it, there are some quick things you can do to make day-to-day transactions easier and faster. Having an email address is…

Read more ›
Businessman in freight and transportation holding mobile phone using a tablet to check shipping container inventory, talking with business advisor about business operating line of credit
,

Is it time to get an operating line of credit for your business?

If you run a business and need extra working capital, or if you’ve been looking for short-term financing, consider a business line of credit. You can use this form of…

Read more ›