THE SECRET TO TAX FREE INCOME IN CANADA

Everything explained in a new book called the

"TFSA Playbook"


  • Understand the basics of opening, contributing to, and investing in your TFSA

  • Avoid common TFSA mistakes

  • Using your TFSA for future financial security

  • Little tips and tricks to boost your returns in a TFSA

  • Avoid getting audited by the CRA

  • How to save as much money as you're allowed on taxes using a TFSA

SIGN UP NOW

to Pre-Order Your Copy for FREE

Your information will be kept confidential


  • Understand the basics of opening, contributing to, and investing in your TFSA

  • Avoid common TFSA mistakes

  • Using your TFSA for future financial security

  • Little tips and tricks to boost your returns in a TFSA

  • Avoid getting audited by the CRA

  • How to save as much money as you're allowed on taxes using a TFSA

SIGN UP NOW

to Pre-Order Your Copy for FREE

Your information will be kept confidential

PLEASE don't just use your TFSA as a savings account!!


Maybe you keep your emergency fund there because it gives you a higher return than other savings accounts offered by your bank.

 

Maybe your bank shows you “Invest Now” options in your tax free savings account, but the bank’s investments don’t look that great or they seem confusing.

 

Do you realize that your TFSA is actually the most efficient investing account you have available to you?

 

Why’s that?

 

Because everything you withdraw from your TFSA is completely tax free

 

So what? Everything you withdraw from your savings account is tax free too, right?

 

Except you can invest in your TFSA

 

And let’s say you bought shares and the value of those shares increases $100,000 over the next 10 years.

 

In any other account, if you sold those shares and claimed your $100,000 profit, you would have to pay taxes on that profit. But not in a TFSA!

 

That’s right. Investment profits in a TFSA are TAX FREE!!

 

Stocks are not the only investment you make with your TFSA. But of course, there are rules around investing in your tax free savings account. A mistake can cost you thousands of dollars in penalties to the CRA.

 

So to help you fully understand how to invest in your TFSA, I’ve written “TFSA Playbook.”

The complete guide to investing in your TFSA and claiming tax free income

My name is Cherry Chan, CPA, CA.

 

I’m a chartered accountant with over 25 years of experience. The “TFSA Playbook” is written in plain english for everyday Canadians like you. 

 

There is very little relief from taxes as Canadians, so we need to maximize the legal tax free options that the government has laid out for us.

 

When you understand how to efficiently and properly invest in your TFSA, you could retire with a large portion of your income coming from your tax free savings account, completely tax free.

 

So here are the 28 questions that are answered in the “TFSA Playbook”:

  • What is a TFSA?

  • Who can open a TFSA?

  • How much can I contribute to my TFSA account?

  • What happens when I withdraw money from my TFSA?

  • What happens when I lose money on investments in my TFSA?

  • How to properly transfer money from RRSPs and Personal accounts to TFSAs

  • TFSA vs RRSP

  • Income splitting with your TFSA

  • What are the top 5 investment options for your TFSA money

  • #1 biggest mistake everyone has made with their TFSA

  • What am I allowed to invest in?

  • Trading stocks & options in TFSA

  • How one Tesla Stock investor can shelter thousands of dollars if he traded in TFSA

  • What triggers a CRA audit?

  • Examples audits in TFSAs

  • 5 Common mistakes to avoid in your TFSA

  • How does my TFSA fit into my financial freedom?

  • How does the TFSA work with government benefits?

  • What am I supposed to do with my TFSA in retirement?

  • What's the most tax efficient way to invest in TFSA?

  • Income vs. capital gain

  • SPECIAL CASE: Dividend earning stocks in the US

  • What does the CRA do with interest income in my TFSA?

  • Can I invest in passive land development deals in my TFSA?

  • Should I open a TFSA with my bank?

  • Should I keep my emergency fund in a TFSA?

  • Should I Invest in GME, AMC in my TFSA?

  • Can I use a corporation to invest in a TFSA?

PLEASE don't just use your TFSA as a savings account!!


Maybe you keep your emergency fund there because it gives you a higher return than other savings accounts offered by your bank.

 

Maybe your bank shows you “Invest Now” options in your tax free savings account, but the bank’s investments don’t look that great or they seem confusing.

 

Do you realize that your TFSA is actually the most efficient investing account you have available to you?

 

Why’s that?

 

Because everything you withdraw from your TFSA is completely tax free

 

So what? Everything you withdraw from your savings account is tax free too, right?

 

Except you can invest in your TFSA

 

And let’s say you bought shares and the value of those shares increases $100,000 over the next 10 years.

 

In any other account, if you sold those shares and claimed your $100,000 profit, you would have to pay taxes on that profit. But not in a TFSA!

 

That’s right. Investment profits in a TFSA are TAX FREE!!

 

Stocks are not the only investment you make with your TFSA. But of course, there are rules around investing in your tax free savings account. A mistake can cost you thousands of dollars in penalties to the CRA.

 

So to help you fully understand how to invest in your TFSA, I’ve written “TFSA Playbook.”

The complete guide to investing in your TFSA and claiming tax free income

My name is Cherry Chan, CPA, CA.

 

I’m a chartered accountant with over 25 years of experience. The “TFSA Playbook” is written in plain english for everyday Canadians like you. 

 

There is very little relief from taxes as Canadians, so we need to maximize the legal tax free options that the government has laid out for us.

 

When you understand how to efficiently and properly invest in your TFSA, you could retire with a large portion of your income coming from your tax free savings account, completely tax free.

 

So here are the 28 questions that are answered in the “TFSA Playbook”:

  • What is a TFSA?

  • Who can open a TFSA?

  • How much can I contribute to my TFSA account?

  • What happens when I withdraw money from my TFSA?

  • What happens when I lose money on investments in my TFSA?

  • How to properly transfer money from RRSPs and Personal accounts to TFSAs

  • TFSA vs RRSP

  • Income splitting with your TFSA

  • What are the top 5 investment options for your TFSA money

  • #1 biggest mistake everyone has made with their TFSA

  • What am I allowed to invest in?

  • Trading stocks & options in TFSA

  • How one Tesla Stock investor can shelter thousands of dollars if he traded in TFSA

  • What triggers a CRA audit?

  • Examples audits in TFSAs

  • 5 Common mistakes to avoid in your TFSA

  • How does my TFSA fit into my financial freedom?

  • How does the TFSA work with government benefits?

  • What am I supposed to do with my TFSA in retirement?

  • What's the most tax efficient way to invest in TFSA?

  • Income vs. capital gain

  • SPECIAL CASE: Dividend earning stocks in the US

  • What does the CRA do with interest income in my TFSA?

  • Can I invest in passive land development deals in my TFSA?

  • Should I open a TFSA with my bank?

  • Should I keep my emergency fund in a TFSA?

  • Should I Invest in GME, AMC in my TFSA?

  • Can I use a corporation to invest in a TFSA?

The complete guide to investing in your TFSA and claiming tax free income

The “TFSA Playbook” is an easy read. Once you’re through it, you’ll have the foundation you need to start investing in your TFSA. Then you can get started by:

  1. Decide on the type of investments that suit you best.

  2. Find a bank or brokerage that will allow you to open a TFSA and invest cheaply (watch out for transaction costs).

  3. Start contributing to your TFSA. Keep an eye on your contribution limit.

  4. Make a plan for withdrawals. When do you want to start taking income from your TFSA and how much do you want to withdraw each month?

  5. With those income goals in mind, start investing appropriately.

But it starts with learning the basics and understanding how to invest properly in your TFSA.

So sign up now to pre-order your copy for FREE.

Yes. Pre-order. I haven’t completed the book yet, but I want to give you early access. Anyone who signs up now will be the first to get the book once it’s completed.

 

Leave your name, email and phone number, and click “Sign Up.” You’ll get regular updates from me until the book is completed, which should be by the end of August.

 

Once the “TFSA Playbook” is ready, you’ll have a bright, bold new email in your inbox with your own special download link.

 

But you need to act now if you want your free digital copy. Once we publish this on Amazon, it won’t be available for free anymore.

 

So if you’re interested in taking full advantage of one of the only ways we Canadians have to make tax free income, then sign up right now!

Your Financial Freedom Accountant,

Cherry Chan, CPA, CA

PS. If you’re anything like me, you skip right to the end to see what all the fuss is about. Basically I want to give you first dibs on my new book, “TFSA Playbook,” for free. It is a complete guide to investing in your TFSA and claiming tax free income. If you’re like the millions of Canadians who are mistakenly just using their TFSA as a savings account, this book is for you! Sign up now to pre-order your copy for free, before we launch the book on Amazon and this offer disappears.

The complete guide to investing in your TFSA and claiming tax free income

The “TFSA Playbook” is an easy read. Once you’re through it, you’ll have the foundation you need to start investing in your TFSA. Then you can get started by:

  1. Decide on the type of investments that suit you best.

  2. Find a bank or brokerage that will allow you to open a TFSA and invest cheaply (watch out for transaction costs).

  3. Start contributing to your TFSA. Keep an eye on your contribution limit.

  4. Make a plan for withdrawals. When do you want to start taking income from your TFSA and how much do you want to withdraw each month?

  5. With those income goals in mind, start investing appropriately.

But it starts with learning the basics and understanding how to invest properly in your TFSA.

So sign up now to pre-order your copy for FREE.

Yes. Pre-order. I haven’t completed the book yet, but I want to give you early access. Anyone who signs up now will be the first to get the book once it’s completed.

 

Leave your name, email and phone number, and click “Sign Up.” You’ll get regular updates from me until the book is completed, which should be by the end of August.

 

Once the “TFSA Playbook” is ready, you’ll have a bright, bold new email in your inbox with your own special download link.

 

But you need to act now if you want your free digital copy. Once we publish this on Amazon, it won’t be available for free anymore.

 

So if you’re interested in taking full advantage of one of the only ways we Canadians have to make tax free income, then sign up right now!

Your Financial Freedom Accountant,

Cherry Chan, CPA, CA

PS. If you’re anything like me, you skip right to the end to see what all the fuss is about. Basically I want to give you first dibs on my new book, “TFSA Playbook,” for free. It is a complete guide to investing in your TFSA and claiming tax free income. If you’re like the millions of Canadians who are mistakenly just using their TFSA as a savings account, this book is for you! Sign up now to pre-order your copy for free, before we launch the book on Amazon and this offer disappears.

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