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

1. Pre-tax vs after-tax returns
2. Various types of investments accounts - TFSA, RRSP, Non-registered
3. Types of income and how they are each taxed - interest, dividends, capital gains
4. How each investment account treats tax
5. Pairing asset allocation with investment plan type

OTHER EPISODES

7. Tax Basics and “The Next Bracket” Myth

10. Using a TFSA Like a Pro

13. Is an RRSP the Best Choice for your Retirement Savings


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