Results for Tax-Free Savings Account (TFSA)
| ID #: | 39272912 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Description: | Survey examining the reflections and regrets of Canadian boomers (aged 45 or older) on retirement planning (Baby Boomers), Advice they would give to younger Canadians - % say Open an RRSP as soon as possible and contribute regularly, Open a TFSA and maximize the amount you invest annually, Create a financial plan that includes a retirement component, Pay-off mortgage faster, Invest in real estate as soon as possible, Talk to your partner to ensure you are both on the same page | |||||||||||||||
| Pub Date: | 2/25/2012 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada, provinces | |||||||||||||||
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| Posted/Updated: | 2/29/2012 | |||||||||||||||
| ID #: | 39272880 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Description: | % say they still have to make their RRSP contribution for the 2011 tax year (by age group), Among those Canadians planning to make a contribution before the deadline, % say they are likely to wait until the last couple of days before the deadline, % of eligible Canadians say they have already made a contribution to their RRSP for the 2011 tax year (by age group), % said they have already made a TFSA contribution this year. | |||||||||||||||
| Pub Date: | 2/23/2012 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
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| Posted/Updated: | 2/24/2012 | |||||||||||||||
| ID #: | 39272625 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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% of Canadians said their bank was responsible for tracking their TFSA contributions and withdrawals, % think it's the responsibility of the government, % said their advisor is responsible for keeping track of TFSA transactions. % don't know what a TFSA is, % have a vague idea how TFSA works, % do not understand, [Tax-Free Savings Account], % think you can only have one TFSA % of Canadians have their TFSA funds invested in a savings account, mutual funds, GICs, stocks/bonds % said they were unsure whether or not they receive a tax deduction for contributions to a TFSA, % believe they do, % believe they have to pay tax when withdrawing funds from a TFSA |
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| Pub Date: | 1/5/2012 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
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| Posted/Updated: | 1/9/2012 | |||||||||||||||
| ID #: | 39272474 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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% of Canadians who plan to invest say they will increase or match their 2010 RRSP contribution, % say they have an RRSP or plan to open one in the coming year, % of Canadians with a financial plan a already have or intend to establish an RRSP, TFSA (vs. those without a financial plan) % of Canadians have a TFSA % of Gen Y Canadians say they currently own an RRSP or plan to open one in the next year vs. Baby Boomers, % plan to increase their RRSP contributions Top reasons Gen Y are not planning an RRSP investment - % report they don't have money to invest after paying their bills, say they have decided to pay down their mortgage and other loans instead of investing. [Financial advisor] |
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| Pub Date: | 12/1/2011 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
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| Posted/Updated: | 12/1/2011 | |||||||||||||||
| ID #: | 39272363 | |||||||||||||||
| Title: | This information available to subscribers only. For more information click here | |||||||||||||||
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| Description: | % of Canadians currently have a TFSA, % have no idea what investments are eligible, % considered cash to be an eligible investment option within a TFSA, % knew that mutual funds are eligible within TFSAs, % knew GICs can be included, Average amount contributed a year to TFSAs, % of TFSA investors indicated they know the regulations | |||||||||||||||
| Pub Date: | 11/8/2011 | |||||||||||||||
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| Location Type: | Online | |||||||||||||||
| Geography: | Canada | |||||||||||||||
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| Posted/Updated: | 11/10/2011 | |||||||||||||||