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Reading path 03 of 06 · I’m optimizing my accounts

Make the account work.

TFSA, RRSP, FHSA, asset location, automation.

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5
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33
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Five reads, in order.

33 minutes end to end. Finish the path or leave it, and skip what you already know.

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  1. Accounts & tax6 minStart VEQT in a TFSA vs RRSP vs Taxable AccountTFSA, RRSP, or taxable: where should you hold VEQT? A clear breakdown of how each account type affects your investment.
  2. Accounts & tax11 minStart VEQT in Your FHSA: Is It the Right Fit?The FHSA is the most powerful tax-sheltered account for first-time home buyers in Canada. But VEQT isn’t always the right choice for it. Your time horizon is everything.
  3. Accounts & tax5 minStart Asset Location: Where to Hold WhatAsset location is the art of putting the right investments in the right accounts for tax efficiency. For pure VEQT holders, the answer is simple: it doesn’t matter.
  4. The basics5 minStart How to Automate Your VEQT PurchasesSet it once, forget it forever. Brokerage-by-brokerage instructions for putting your VEQT contributions on rails.
  5. The basics6 minStart VEQT Distributions: What They Are and What to Do With ThemCash appears in your account once a year. Here’s where it came from, what it’s taxed at, and whether you should reinvest it.
Other paths

Five more paths.

Next path: Read this first. Then the other four, in order.

  1. Next path · My VEQT is down.Read this first.Read this before you do anything.5 reads · 32 minStart
  2. I’m planning withdrawal.Spend it well.Spending VEQT in retirement: order, taxes, sequence risk.5 reads · 31 minStart
  3. I want the long-form takes.Our Take: the essays.Strong opinions on covered calls, forex, currency, and home bias.5 reads · 33 minStart
  4. I’m new to this.Start here.From ‘what’s an ETF’ to your first share, in five steps.5 reads · 27 minStart
  5. I’m comparing alternatives.Pick a matchup.VEQT against XEQT, CAGE, VFV, VGRO, DIY, robos, and cash.7 reads · 55 minStart

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