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RRSP, LIRA, TFSA.... Where do you withdraw from first?
Manage episode 303979586 series 2851814
EPISODE SUMMARY
Spending is easy, but spending with the goal of reducing your lifetime tax bill isn't as straightforward. In this episode, Evan explains how your different plans (RRSP/RRIF, LIRA/LIF, Non-registered and TFSA) are treated from a tax perspective and how to prioritize your withdrawals to keep more money in your pocket.
Grab your copy and follow along with our retirement readiness checklist series by clicking the link below.
✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
TOPICS IN THIS EPISODE
- Making a retirement savings withdrawal plan
- Making sure your spending is as efficient as possible to reduce lifetime taxes
- Different types of retirement accounts and how each one treats tax
- How to prioritize withdrawals
OTHER EPISODES
13. Is an RRSP the Best Choice for Your Retirement Savings
22. Optimize your Investments by Plan Type
24. TFSAs are Great but Watch Out…
If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts
Start the Find Your Focus Quiz to learn where you should be focusing your time and effort with your money.
--
TAX CHANGES: Budget 2024
XEQT vs VEQT. Which ETF is better?
Connect With Evan
136 حلقات
Manage episode 303979586 series 2851814
EPISODE SUMMARY
Spending is easy, but spending with the goal of reducing your lifetime tax bill isn't as straightforward. In this episode, Evan explains how your different plans (RRSP/RRIF, LIRA/LIF, Non-registered and TFSA) are treated from a tax perspective and how to prioritize your withdrawals to keep more money in your pocket.
Grab your copy and follow along with our retirement readiness checklist series by clicking the link below.
✅ DOWNLOAD FREE RETIREMENT READINESS CHECKLIST
TOPICS IN THIS EPISODE
- Making a retirement savings withdrawal plan
- Making sure your spending is as efficient as possible to reduce lifetime taxes
- Different types of retirement accounts and how each one treats tax
- How to prioritize withdrawals
OTHER EPISODES
13. Is an RRSP the Best Choice for Your Retirement Savings
22. Optimize your Investments by Plan Type
24. TFSAs are Great but Watch Out…
If you enjoy listening to the podcast, please leave a 5 star review on Apple Podcasts
Start the Find Your Focus Quiz to learn where you should be focusing your time and effort with your money.
--
TAX CHANGES: Budget 2024
XEQT vs VEQT. Which ETF is better?
Connect With Evan
136 حلقات
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