Suggestions

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Full Tracking of TFSA contribution room

When draw downs trigger withdrawals from a TFSA account, this creates room to re-contribute in subsequent years. The current modelling never puts money back into the TFSA, other than the new annual amounts.

3 votes

Tagged as Suggestion

Suggested 25 October by user Dave Qualley

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  • 25 October Dave Qualley suggested this task

  • 29 October Shawn Sansom edited this task

  • 29 October Shawn Sansom approved this task

  • avatar
    Duc Phan

    Also, it would be great to have a current contribution room limit input so that the software knows how much contribution the client has. This is important so that the cash flow priorities can try to maximize excess cash flow into the account up to the contribution room limit every year until it is reached. Currently, it only does the annual CA limit (which is $7K).

    10 November