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TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette
Manage episode 415618241 series 2851814
On this week's episode, I was delighted to be a guest on Amanda Doucette's The Tax Chick Podcast to talk about all things Tax-Free Savings Accounts (TFSAs).
As we delve into the nuanced world of TFSAs, you'll gain a clearer understanding of how these accounts can be much more than a place to stash your cash. Get the scoop on navigating over-contributions and withdrawals, and learn the critical aspects of setting up beneficiary designations and successor holder arrangements—vital knowledge for polishing your estate planning.
This episode isn't just about saving; it's about strategizing for wealth accumulation. We break down the best practices for leveraging your TFSA for long-term investments and dissect the all-important recontribution rule. I'll guide you through the minefield of contribution limits and the confusion that can arise from registered versus non-registered investments within your TFSA. Savvy financial planning can be complex, but with our insights, you'll be well-equipped to make informed decisions without attracting unintended attention from Canada's tax authorities.
Lastly, we shine a light on the profound impact TFSAs can have when it comes to passing on your wealth. Discover the seamless transfer benefits that come with naming a spouse or common-law partner as a successor holder, and consider the more intricate scenarios that arise with other beneficiaries.
Stay tuned for Amanda's appearance on next week's episode as we expand our discussion to the world of trusts.
Listen to The Tax Chick Podcast Here
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...
Listen on: Apple Podcasts Spotify
Invest With Evan
Become more confident with your money - Financial Foundations Course
챕터
1. TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette (00:00:00)
2. Tax-Free Savings Account Basics (00:00:09)
3. TFSA Investment Strategies and Permitted Investments (00:13:49)
4. [Ad] All Business. No Boundaries. The DHL Supply Chain Podcast (00:15:15)
5. (Cont.) TFSA Investment Strategies and Permitted Investments (00:15:53)
6. TFSAs for Estate Planning Miracles (00:25:37)
7. Financial Disclaimer in Canadian Money Podcast (00:31:44)
148 에피소드
Manage episode 415618241 series 2851814
On this week's episode, I was delighted to be a guest on Amanda Doucette's The Tax Chick Podcast to talk about all things Tax-Free Savings Accounts (TFSAs).
As we delve into the nuanced world of TFSAs, you'll gain a clearer understanding of how these accounts can be much more than a place to stash your cash. Get the scoop on navigating over-contributions and withdrawals, and learn the critical aspects of setting up beneficiary designations and successor holder arrangements—vital knowledge for polishing your estate planning.
This episode isn't just about saving; it's about strategizing for wealth accumulation. We break down the best practices for leveraging your TFSA for long-term investments and dissect the all-important recontribution rule. I'll guide you through the minefield of contribution limits and the confusion that can arise from registered versus non-registered investments within your TFSA. Savvy financial planning can be complex, but with our insights, you'll be well-equipped to make informed decisions without attracting unintended attention from Canada's tax authorities.
Lastly, we shine a light on the profound impact TFSAs can have when it comes to passing on your wealth. Discover the seamless transfer benefits that come with naming a spouse or common-law partner as a successor holder, and consider the more intricate scenarios that arise with other beneficiaries.
Stay tuned for Amanda's appearance on next week's episode as we expand our discussion to the world of trusts.
Listen to The Tax Chick Podcast Here
Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...
Listen on: Apple Podcasts Spotify
Invest With Evan
Become more confident with your money - Financial Foundations Course
챕터
1. TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette (00:00:00)
2. Tax-Free Savings Account Basics (00:00:09)
3. TFSA Investment Strategies and Permitted Investments (00:13:49)
4. [Ad] All Business. No Boundaries. The DHL Supply Chain Podcast (00:15:15)
5. (Cont.) TFSA Investment Strategies and Permitted Investments (00:15:53)
6. TFSAs for Estate Planning Miracles (00:25:37)
7. Financial Disclaimer in Canadian Money Podcast (00:31:44)
148 에피소드
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