10 TFSA Mistakes You Must Avoid

10 TFSA Mistakes You Must Avoid
Schedule your appointment here: https://meetings.hubspot.com/david-aaron

In this video, we'll examine not only the 10 TFSA mistakes you must avoid but also other areas seldom discussed such as:

1. What is the difference between a beneficiary and a successor?
2. What are the TFSA beneficiary rules when you’ve named both a successor and a beneficiary on your TFSA?
3. The Dangers of naming a beneficiary on your TFSA, especially when you have a Will.
4. How does a tax-free savings account get taxed at death: why it isn’t always tax-free and examples of when your beneficiaries pay taxes on a TFSA
5. How do tax-free savings accounts work when you name your spouse as a beneficiary instead of a successor, the tax consequences, and is there anything they can do at that point?
6. Is TFSA subject to probate?

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to schedule your confidential meeting with me.  You can schedule your meeting here: https://meetings.hubspot.com/david-aaron

LINK TO CRA FORM RC240 Designation of an Exempt Contribution - Tax-Free Savings Account (TFSA):
https://www.canada.ca/en/revenue-agen...

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