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Annuitant Beneficiary Designation TCDRS Home Tcdrs 2012-2025

2012-2025 Form

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hi my name's adam welcome to the channel thanks for joining us today today we're going to talk about a tfsa beneficiary versus successor holder now in a video not too long ago in our five tfsa mistakes to avoid we talked about successor holder and we got a bit of feedback on that uh you know we mentioned that you have to list your spouse or commonwealth partner as a successor holder in order them to get the money essentially tax-free into their tax returns account and a lot of you fought back and said no no you can use you know form rc 240 and roll it over and that kind of stuff so we want to clarify that because they are they are not the same you need to list your spouse or common partner as a successor holder and we're going to explain why you need to do that in this video before we jump into the content if you haven't already subscribed to the channel please hit the subscribe button below it takes one second it costs you nothing and it really does hel

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