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Andy McKay: TFSA Check
18-09-2016 10:00
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The TFSA is a savings account for Canadians that was introduced in 2009.
As a quick check I wanted to see how much or little my TFSA had changed against what it should be. That meant a double check of how much room I had in the TFSA each year. So this is a quick cacluation the theoretical case: that you are able to invest the maximum amount each year, at the beginning of the year and get 5% return (after fees) on that.
| Year | Maximum | Total invested | Compounded |
|---|---|---|---|
| 2009 | $5,000.00 | $5,000.00 | $5,250.00 |
| 2010 | $5,000.00 | $10,000.00 | $10,762.50 |
| 2011 | $5,000.00 | $15,000.00 | $16,550.63 |
| 2012 | $5,000.00 | $20,000.00 | $22,628.16 |
| 2013 | $5,500.00 | $25,500.00 | $29,534.56 |
| 2014 | $5,500.00 | $31,000.00 | $36,786.29 |
| 2015 | $10,000.00 | $41,000.00 | $49,125.61 |
| 2016 | $5,500.00 | $46,500.00 | $57,356.89 |
Which always raises the question for me of what is a reasonable rate to calculate at these days. It always used to be 10%, but that's very hard to get these days. Since 2006 the annualized return on the S&P 500 is 5.158% for example. Perhaps 5% represents too conversative a number.
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