Tax free savings accounts offer tax advantages for both long term and short term goals. This TFSA infographic illustrates what types of investment are eligible, tax deductibility and other considerations.
TFSA Infographic
The TFSA infographic is a helpful resource updated each year.
Starting in 2024, the Tax Free Savings Account annual maximum is increased to $7,000. This TFSA infographic includes current contribution limits and information about eligibility and tax deductibility. Moreover, highlights on withdrawing funds are included like timing and tax on withdrawals. For details about registered savings plans, visit the CRA site.
This infographic is included in FreshPlan software and is also available as a print-ready or web-ready piece.
Discover more complementary infographics including:
Companion Calculator
Retirement Planning calculators allow Advisors to walk their clients through various scenarios to help them plan and save for the future.
Companion calculators include:
• TFSA vs Taxable Investment Calculator
• RRSP vs TFSA
• TFSA Contribution Limit Calculator
Infographic Features
Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.
Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.
Personalized
Infographics are personalized with the advisor name, contact information and company logo.