Tax-Free Savings Accounts to Maximize Your Investment Dollars |
 | With the announcement of the Tax Free Savings Account (TFSA) in the 2008 federal budget taxpayers are now provided with another tax preferred investment vehicle to maximize their investment dollar and family wealth. With this opportunity, our clients will be looking for advice on which investment vehicles including RRSP, RESP, TSFA, non-registered accounts or other opportunities will maximize their familys wealth. This session compares the benefits of these types of investment vehicles including: - Tax planning opportunities available with the TSFA
- Analysis of RRSP holdings including recommended levels and optimal timing of withdrawal
- Contribution limits and taxation of withdrawals of RESP's
- Other investment vehicles to maximize family wealth
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2008 National Conference on Income Taxes, September 15-16, 2008, Toronto, ON Audio synchronized to PowerPoint presentation: 59 slides, length 0:49:33 |
