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!

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TOPICS IN THIS EPISODE

1. 5 steps to set up your TFSA in 2022
2. Understanding your objective 
3. Understanding your risk profile and allocation 
4. TFSA contribution limits 
5. 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

10. Using a TFSA Like a Pro

24. TFSAs are Great but Watch Out….

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


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