TFSA

Starting Balance

The current amount in any existing TFSAs.

Contribution Amount

The amount of the routine investment into the TFSA.

Contribution Frequency

The frequency of contributions to the TFSA: weekly, bi-weekly, semi-monthly, monthly or yearly.

No. of Contribution Years

The number of years that investments will be made to the TFSA.

Annual Rate of Return

The annual interest rate you expect to receive from your TFSA investment.

Annual Income

Your personal income before taxes and/or other deductions.

Tax-free Investment Savings:

Taxable account total:

TFSA total:

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