• How to use a TFSA for retirement

  • Nov 20 2024
  • Length: 20 mins
  • Podcast

How to use a TFSA for retirement

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    In this episode of the Canadian Money Roadmap Podcast, we delve into the many benefits of Tax-Free Savings Accounts (TFSAs) for retirement income, covering one-time expenses, and leaving a tax-free legacy for your family. Discover how TFSAs can provide tax-free retirement income, offer flexibility for large expenses, and simplify your estate planning. Don't miss this eye-opening discussion that could change how you think about your retirement strategy.


    00:00 Introduction to TFSA for Retirement
    00:41 TFSA vs. RRSP: Understanding the Differences
    01:50 Using TFSA for Regular Monthly Income
    03:40 Withholding Taxes: A Deep Dive
    06:23 Systematic Withdrawal Plans (SWPs)
    08:02 Covering One-Time Expenses with TFSA
    12:34 TFSA for Estate Planning and Legacy
    16:45 Conclusion and Recap

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