Spousal Rollover - Correcting Beneficiary Designations, After the Fact (RSP /TFSA)

There are some potentially significant tax benefits having your spouse designated as a Successor Holder on your TFSA and as a beneficiary on RSP / RIF. If your spouse has not designated a beneficiary at the account level, you could still take an advantage of the tax-free spousal roll over to your RSP / RIF / LIRA (all registered accounts) and also your spouses' TFSA could be rolled over to your TFSA, just as it would have been with the successor holder designation. Find out about the process the in video.
RSP / RIF
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TFSA
• TFSA Successor Holder ...
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