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5 Steps to set up your TFSA for 2022
Manage episode 317340981 series 2851814
EPISODE SUMMARY
As we start a new year, today’s episode gives you 5 steps to set up your TFSA in 2022. A new year means additional contribution room, so this is a perfect time to give this episode a listen!
✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
TOPICS IN THIS EPISODE
- 5 steps to set up your TFSA in 2022
- Understanding your objective
- Understanding your risk profile and allocation
- TFSA contribution limits
- How a TFSA can fit into your long-term plan
RESOURCES MENTIONED
Vanguard Investor Questionnaire**
TFSA Limits for 2022
**This questionnaire and the sample asset allocations do not provide investment or financial advice. The sample asset allocations presented are not tailored to any particular investor's circumstances. Investors should speak with a financial advisor for help in selecting an appropriate asset allocation for their particular circumstances and carefully consider all options before investing.
OTHER EPISODES
24. TFSAs are Great but Watch Out….
29. RRSP, LIRA, TFSA…Where do you Withdraw from First?
If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts
--
Why bother filing your taxes?
XEQT vs VEQT. Which ETF is better?
Connect With Evan
135 episoder
Manage episode 317340981 series 2851814
EPISODE SUMMARY
As we start a new year, today’s episode gives you 5 steps to set up your TFSA in 2022. A new year means additional contribution room, so this is a perfect time to give this episode a listen!
✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
TOPICS IN THIS EPISODE
- 5 steps to set up your TFSA in 2022
- Understanding your objective
- Understanding your risk profile and allocation
- TFSA contribution limits
- How a TFSA can fit into your long-term plan
RESOURCES MENTIONED
Vanguard Investor Questionnaire**
TFSA Limits for 2022
**This questionnaire and the sample asset allocations do not provide investment or financial advice. The sample asset allocations presented are not tailored to any particular investor's circumstances. Investors should speak with a financial advisor for help in selecting an appropriate asset allocation for their particular circumstances and carefully consider all options before investing.
OTHER EPISODES
24. TFSAs are Great but Watch Out….
29. RRSP, LIRA, TFSA…Where do you Withdraw from First?
If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts
--
Why bother filing your taxes?
XEQT vs VEQT. Which ETF is better?
Connect With Evan
135 episoder
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