Description

EPISODE SUMMARY

TFSAs are the best way to invest smarter and reduce taxes over the long term.  But you’ll want to be careful of some of these critical pitfalls that can get you into trouble.

✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST


TOPICS IN THIS EPISODE

1. Quick refresh on what a TFSA is and how it works 
2. Explanation of TFSA contribution room and how it accumulates 
3. Overcontribution rules and penalties 
4. How you can’t claim capital losses in a TFSA 

RESOURCES MENTIONED

Government of Canada - TFSA Guide


OTHER EPISODES

10. Using a TFSA Like a Pro

29. RRSP, LIRA, TFSA…Where do you Withdraw from First? 

36. 5 Steps to Set Up Your TFSA for 2022


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 question here and you could be featured on an upcoming episode of the podcast

✨ Get your money organized - Your Full Financial Picture Spreadsheet