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  • A successor beneficiary can only be a spouse or common-law partner.
  • As a successor beneficiary, your spouse or common-law partner can take over your TFSA after you pass away.


Cash Wedge

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  • Have money you will take out in the year could be in safe investments.



References

ReferenceURL
20 Years of Canadian Retirement Knowledge In 1hr 57minshttps://www.youtube.com/watch?v=r9Da-mb-zSw&t=1667s
Budget Tracker and Net Worth Trackerhttps://www.parallelwealth.com/tools

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