What will you learn about?
The course consists of five lessons that include:
- Applying the basic rules of TFSAs
- Contributions, Qualifying Investments and Penalties
- Transfers, Tax Deductions and Other Rules
- TFSA Suitability and a Comparison with RRSPs
- Income Splitting and Other Benefits
The course also includes 5 Learning Activities.
What is the course syllabus?
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Topics covered in this chapter are:
- The Basic Rules
- The Parties to a TFSA
- What Qualifies as a TFSA?
Topics covered in this chapter are:
- Calculating Contribution Room
- Excess Contributions
- What Can You Put in a TFSA?
- Penalty Taxes on Investments
Topics covered in this chapter are:
- Transfers Between TFSAs
- Tax Deductions and Capital Gains and Losses
- TFSAs and Non-Residents
- When a TFSA Ceases to be a TFSA
- When the Holder of a TFSA Dies
Topics covered in this chapter are:
- The Suitability of Investing in a TFSA
- Comparing RRSPs and TFSAs
- Which is Best for Retirement?
- Having Both an RRSP and a TFSA
Topics covered in this chapter are:
- Income Splitting
- TFSAs and Government Benefit Clawbacks
- What Types of Investments Should a TFSA Hold?
- How Much Money can Accumulate Tax-Free Within a TFSA?