The Canadian Money Roadmap Optimize your investments by plan type
EPISODE SUMMARY
Evan and Steven are back to discuss where to invest your stocks and bonds to save as much tax as possible. If investment income is taxed in different ways (interest vs capital gains vs dividends) and each plan type (RRSP vs TFSA vs Non-Registered) creates taxable income in different ways, you need to have a plan to invest with the goal of reducing taxes over time.
✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
TOPICS IN THIS EPISODE
- Pre-tax vs after-tax returns
- Various types of investments accounts - TFSA, RRSP, Non-registered
- Types of income and how they are each taxed - interest, dividends, capital gains
- How each investment account treats tax
- Pairing asset allocation with investment plan type
OTHER EPISODES
7. Tax Basics and “The Next Bracket” Myth
13. Is an RRSP the Best Choice for your Retirement Savings
If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing
🗣️ I want to hear from you! Record your comment or question here and you could be featured on an upcoming episode of the podcast
✨ Get your money organized - Your Full Financial Picture Spreadsheet