FHSA – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 10 Sep 2024 19:02:22 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png FHSA – Investment Executive https://www.investmentexecutive.com 32 32 Pension regulators unveil new guidance https://www.investmentexecutive.com/news/from-the-regulators/pension-regulators-unveil-new-guidance/ Tue, 10 Sep 2024 19:02:22 +0000 https://www.investmentexecutive.com/?p=492395 CAPSA replaces 2004 guideline, consolidates risk management guidance

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]]> FHSA carryforward rules: everything you need to know https://www.investmentexecutive.com/news/industry-news/fhsa-carryforward-rules-everything-you-need-to-know/ Fri, 28 Jun 2024 15:56:22 +0000 https://www.investmentexecutive.com/?p=488607 RRSPs and TFSAs have different rules, which can be confusing

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]]> Some FHSA holders made qualifying withdrawals in account’s first year https://www.investmentexecutive.com/news/research-and-markets/some-fhsa-holders-made-qualifying-withdrawals-in-accounts-first-year/ Thu, 13 Jun 2024 19:48:10 +0000 https://www.investmentexecutive.com/?p=487679 Total account assets hit $2.8 billion in 2023, based on CRA data

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]]> CRA releases FHSA return for taxes owing https://www.investmentexecutive.com/news/industry-news/cra-releases-fhsa-return-for-taxes-owing/ Fri, 26 Apr 2024 20:26:07 +0000 https://www.investmentexecutive.com/?p=484886 FHSA holders may trigger tax when they overcontribute or hold non-qualified investments

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]]> If your client is buying a home in 2024, read this first https://www.investmentexecutive.com/inside-track_/jamie-golombek/if-your-client-is-buying-a-home-in-2024-read-this-first/ Mon, 29 Jan 2024 20:00:00 +0000 https://www.investmentexecutive.com/?p=479402 Make the most of these tax planning strategies

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]]> Half of first-time homebuyers likely to use FHSA: poll https://www.investmentexecutive.com/news/research-and-markets/half-of-first-time-homebuyers-likely-to-use-fhsa-poll/ Thu, 07 Dec 2023 17:38:20 +0000 https://www.investmentexecutive.com/?p=476864 A majority of respondents didn't know the features and benefits of the account

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]]> Students could consider FHSAs https://www.investmentexecutive.com/inside-track_/jamie-golombek/students-could-consider-fhsas/ Wed, 20 Sep 2023 20:20:31 +0000 https://www.investmentexecutive.com/?p=471993 Go to the head of the class with these tax tips

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]]> FHSAs find their footing as more firms launch accounts https://www.investmentexecutive.com/newspaper_/news-newspaper/fhsas-find-their-footing-as-more-firms-launch-accounts/ Fri, 18 Aug 2023 17:00:22 +0000 https://www.investmentexecutive.com/?p=470261 Advisors see opportunities as the account grows in popularity

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]]> CRA releases death-related FHSA forms https://www.investmentexecutive.com/news/products/cra-releases-death-related-fhsa-forms/ Thu, 10 Aug 2023 20:21:24 +0000 https://www.investmentexecutive.com/?p=469917 The agency will also be releasing a consolidated T4 slip for FHSA account holders

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]]> CRA releases forms to allow for transfers out of FHSAs https://www.investmentexecutive.com/news/from-the-regulators/cra-releases-forms-to-allow-for-transfers-out-of-fhsas/ Fri, 21 Jul 2023 17:22:06 +0000 https://www.investmentexecutive.com/?p=468919 The industry is still waiting for certain forms needed to administer the new plans

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