TAX-FREE SAVINGS ACCOUNT

 

What is a TFSA?

 TFSA allows you to set money aside in eligible investments and watch those savings grow tax-free throughout your lifetime. Interest, dividends, and capital gains earned in a TFSA are tax-free for life. Your TFSA savings can be withdrawn from your account at any time, for any reason1, and all withdrawals are tax-free.

Advantages of a TFSA

A TFSA is what’s often referred to as a “tax-advantaged account,” meaning the government provides tax breaks for those who use them as an incentive for saving for retirement or some other large purchase like a home

Flexible withdrawal options. You can take out as much as you want, whenever you want, without penalty

Limitations of a TFSA

Over-contribution (i.e., put in more money in a calendar year than you’re allowed by law), will be charged a penalty of 1% per month on the amount in your TFSA that is in excess of the limit.

TFSA contribution limits

This year TFSA contribution limit for 2020 is $6,000. The lifetime limit for 2020 is $69,500.

Qualifying Investments

Qualifying investments are similar to RRSP’s; including cash, deposit accounts, mutual funds, bonds, and publically traded securities. You may also own shares inprivately held corporations subject to restrictions.

 

For More Information please visit

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/tax-free-savings-account.html