Welcome to TFSA Tax Talk!
 

	A series of three videos that focus on the tax advantages of TFSA accounts for Canadian investors featuring Dennis Tew, Chief Financial Officer and tax expert at Franklin Templeton Investments.
Dennis Tew, CA Chief Financial Officer Franklin Templeton Investments

This video focuses on:

• What are the fundamental tax advantages of investing in a TFSA?
• Are there tax advantages when you need to withdraw from your TFSA?
• Are you allowed to hold foreign currencies in a TFSA?
• What additional tax reporting will a TFSA investor be required to report to the CRA?

Watch the video (3:25 min)

This video focuses on:

• From a tax perspective, when would you choose to invest in a TFSA over an RRSP?
• What tax advice would you give to investors whose income may fluctuate when saving for retirement?
• What will happen if my investments objectives change?
• I understand that there are no joint TFSA accounts. Are there any tax advantages of contributing on behalf of your spouse or common law partner?

Watch the video (2:55 min)

This video focuses on:

• What are the main tax advantages for retirees?
• What tax advice would you give to those retirees who have experienced a capital loss in their non registered accounts this year?
• From a tax perspective, which account should you withdraw funds first in your retirement?
• What happens to the TFSA in the event the account holder dies?

Watch the video (2:58 min)

Identify the Franklin Templeton Investment Solution

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