TFSA Withdrawals Explained | Rules, Tips & Hidden Benefits скачать в хорошем качестве

TFSA Withdrawals Explained | Rules, Tips & Hidden Benefits

Welcome back! I'm Annie, a financial planner with over 20 years of experience. In this fourth video of our 10-part TFSA series, we delve into how TFSA withdrawals work. Learn about the unique tax-free nature of TFSA withdrawals, how they don't affect your contribution limit for the current year, and how withdrawn amounts are added back to your contribution room in the following year. Understand key terms like qualifying transfers and specified distributions. Plus, get a bonus tip on managing significant growth in your TFSA. Withdrawing from your Tax-Free Savings Account (TFSA) isn’t like other investment accounts — and most Canadians don’t know all the rules. In this video, I’ll break down how TFSA withdrawals really work, including: ✅ How withdrawals are tax-free ✅ How withdrawals affect (or don’t affect) your contribution room ✅ Exceptions like transfers & divorce settlements ✅ The little-known bonus tip that could give you huge contribution room back This is Part 4 in my 10-part TFSA series. If you missed the earlier ones, check them out here: 📺TFSA Basics:    • 📅 Financial Awareness Day: 5 TFSA Basics Y...   📺TFSA Contributions:    • TFSA Contributions Explained | Limits, Pen...   📺TFSA Earnings & Government Benefits:    • TFSA Earnings Explained | Taxes, Benefits ...   💡 FREE DOWNLOAD: Grab my Investment Flow Guide here → https://keap.page/zfo987/copy-of-lead... 🔔 Don’t forget to subscribe and turn on notifications so you don’t miss the next video in this TFSA series: When should you withdraw from your TFSA (and when you shouldn’t). 🔗 More Resources & Connect With Me: 🌐 Website: https://www.annieizmirliyan.com 📺 YouTube:    / @annieunleashed   💼 LinkedIn:   / annieizmirliyan   🎯 Debt & Dating Playlist:    • 💔💰 Debt & Dating: Real Talk for Modern Rel...   👶 Kids & Money Playlist:    • Mini-Me & Money:  Kids about Money   💡 FREE DOWNLOAD: Grab my Investment Flow Guide — A practical resource with 20+ years of insights, do’s & don’ts, and tools for every type of investor. Get it here 👉 https://keap.page/zfo987/copy-of-lead... 00:00 Introduction and Overview 00:45 Understanding TFSA Withdrawals 01:44 Key Tips for TFSA Withdrawals 04:38 Exceptions to TFSA Withdrawal Rules 05:48 Bonus Tips for Maximizing TFSA 07:16 Conclusion and Next Steps #TFSA #MoneyTips #FinancialPlanning #InvestingCanada #TaxFreeSavings #WealthBuilding #PersonalFinance #FinancialAdvisor #TFSAWithdrawals #TaxFreeSavingsAccount #InvestmentTips #personalfinancecanada #Adulting #LifeHacks #SmartChoices #MindsetMatters #ProgressNotPerfection #CelebrateWins #CareerGrowth #FamilyFirst #LearnOnYouTube #RealTalk