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Get the Tax-free savings account (TFSA) - Sun Life Global Investments

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This document contains both information and form fields. To read information, use the Down Arrow from a form field. Transfer from a Three Savings Account (FSA) to another FSA on breakdown of marriage
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How to fill out tax- savings account tfsa

01
Determine your contribution limit for the year.
02
Decide how much you want to contribute to your TFSA.
03
Choose the type of investments you want to hold in your TFSA.
04
Fill out the necessary forms to open a TFSA account with a financial institution.
05
Make your contribution to the TFSA account before the deadline.
06
Monitor your contributions throughout the year to ensure you stay within the annual limit.

Who needs tax- savings account tfsa?

01
Individuals who want to save money on taxes.
02
People looking for tax-free investment growth.
03
Those who want the flexibility to withdraw funds at any time without penalty.
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Tax-free savings account (TFSA) is a type of account that allows individuals to save and invest money without being subject to income tax on the investment gains.
Any Canadian resident who is over 18 years old is eligible to open and contribute to a TFSA. However, there is no requirement to file a TFSA with the CRA.
To open a TFSA, individuals can contact a financial institution or a licensed investment advisor to set up the account. Contributions can be made up to the annual TFSA contribution limit set by the government.
The purpose of TFSA is to allow individuals to save and invest money tax-free, and use the funds for various financial goals such as retirement savings, buying a home, or emergency funds.
There is no requirement to report any information about a TFSA to the CRA, as investment gains within the account are tax-free.
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