7種在加拿大退休後你會擁有的資產，哪些要保留，哪些要變現？哪些資產又需要優先處理？加拿大退休｜加拿大退休資產｜加拿大RRSP｜加拿大TFSA｜加拿大物業｜加拿大投資
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Күн бұрын■📈想了解更多關於香港人移民加拿大的理財攻略?
- 歡迎在影片下方留言
■💁♀️需要一些個人意見?
- calendly.com/zoelee-1/30min
#加拿大稅務 #2024稅務 #加拿大開公司
What Properties Should You SELL or KEEP in Retirement？ 7 Properties You Will Have When You Retire!
7種在加拿大退休後你會擁有的資產，哪些要保留，哪些要變現？哪些資產又需要優先處理？加拿大退休｜加拿大退休資產｜加拿大RRSP｜加拿大TFSA｜加拿大物業｜加拿大投資
影片章節:
00:00 intro
1:51 7大退休資產
4:33 RRSP
6:32 投資物業
8:11 股票/基金
10:15 有限公司
12:05 自住物業
15:05 TFSA
16:35 人壽保險
免費諮詢
- calendly.com/zoelee-1/30min
支持我的頻道 ☕Buy Me a Coffee: bmc.link/ZoEasy
加拿大稅務知多D | Raymond Leung, CPA, CMA
/ @raymondleungcpa
專業諮詢(Raymond Leung):
- calendly.com/pivotadvantage
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注意: 影片中任何資訊只供交流及參考之用，並不能取代任何實際投資建議，為降低投資風險，務請因應您的個人具體情況向相關方面的正式專業顧問作進一步諮詢。
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Zoe Lee-Canada Money Educator
💰 全方位量身訂做個人理財規劃
📝 專注優質退休生活及遺產傳承策劃
💡 分享理財、投資資訊心得和經驗
💎 Financial Freedom & Early Retirement Planning
💵 Tax Efficient Estate Planning
想計算一下自己需要多少錢退休?
ex-ponent.com/l/retirement-ca...
🔓想知道更多加拿⼤人必用的理財技巧?
📢calendly.com/zoelee-1/30min
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影片系列連結:
【Podcast】加拿大理財ZoEasy
• 【Podcast】加拿大理財ZoEasy
加拿大稅務
• 加拿大稅務
加拿大保險策劃
• 加拿大保險策劃
加拿大退休系列
• 加拿大退休系列
加拿大理財系列
• 加拿大理財系列
加拿大遺產傳承策劃
• 加拿大遺產傳承策劃
移民加拿大系列
• 移民加拿大系列
加拿大本地遊
• 加拿大本地遊
ZoeFinancialService
• ZoeFinancialService
Money Matters
• Money Matters
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7種在加拿大退休後你會擁有的資產，哪些要保留，哪些要變現？哪些資產又需要優先處理？加拿大退休｜加拿大退休資產｜加拿大RRSP｜加拿大TFSA｜加拿大物業｜加拿大投資
• 7種在加拿大退休後你會擁有的資產，哪些要保留...
7種在加拿大退休後你會擁有的資產，哪些要保留，哪些要變現？哪些資產又需要優先處理？加拿大退休｜加拿大退休資產｜加拿大RRSP｜加拿大TFSA｜加拿大物業｜加拿大投資
• 7種在加拿大退休後你會擁有的資產，哪些要保留...
@zoeasyzoelee83 4 ай бұрын
退休之前或之後將資產變現，如何妥善安排， 是一門大學問 沒有簡單又完美的方法， 必須用心提早安排 才能退休之後又能夠繼續有錢賺 同時將最多的資產留給家人
@shinyl7947 4 ай бұрын
Thank you!!!! Very detail and looking forward your next one!
@wongralvju 4 ай бұрын
Great summary and well explained.
@ANNAANNA-nn9il 3 ай бұрын
Thanks!
@oldman4308 4 ай бұрын
Excellent presentation, very knowledgeable and thank you very much.
@achuilucy8265 3 ай бұрын
thanks for your video, very informative and insightful. Could you share your views on GICs investment and Canada Bonds as well? Thanks in advance
@rgl168 3 ай бұрын
Canada Savings Bonds are no more. GICs are simply a form of term deposits - interest gained are considered income at 100% rate.
@user-dx1pp7rs2g 4 ай бұрын
🙏🙏分享👍👍
@CC-ol5ez 4 ай бұрын
每次都太簡短，深入啲清晰啲講會更加好，最好立體地舉出例子
@elvazee3410 4 ай бұрын
Is it free 30 minutes consultation ?
@samleung595 3 ай бұрын
3:20 交遺產增值稅是遺產執行人的職責而不是遺產承繼人的職責。
@dennis7yu 2 ай бұрын
Is tfsa withdrawal on death to non resident beneficiary to be taxable at 25% for the non resident? Thank your fir your advice in adavance.
@rl1381 3 ай бұрын
Hi would u please send the link to set up appt with you? Thanks
@zoeasyzoelee83 2 ай бұрын
Thank you for your interest to book an appointment. Here is my Calendly link: calendly.com/zoelee-1/30min Or if you can send me an E-mail to zoe@zoeleefinancial.com. And I will try to find you a time slot too.
@zhiyingzou2585 4 ай бұрын
如果可能，能用中文讲解吗？谢谢
@zoeasyzoelee83 4 ай бұрын
按右下角的CC鍵便有中文字幕讲解
@jordonzhang3175 4 ай бұрын
你个小左撇子：用力有些猛🎉
@zoeasyzoelee83 4 ай бұрын
😂
@dorisli9565 4 ай бұрын
原來人走咗TFSA要立即cut.真係無諗過！多謝提醒😊
@oldtechie6834 4 ай бұрын
如果有配偶，可以讓配偶成為 successor holder, 這樣 TFSA 不用立刻兌現，你的 TFSA 戶口在配偶的名下繼續增長。
@googo48 4 ай бұрын
你好。請問要拎返 TFSA 户口嘅投資，有年齡限制嗎？喺咪只要個投資產品年期完咗，就可以全數提取呢？
@oldtechie6834 3 ай бұрын
@@googo48 不太明白你的意思, TFSA 戶口持有者要是加拿大人, 18歲以上, 住在加拿大, 每年都有新的 TFSA 奉獻空間。讓投資盡量留在 TFSA 戶口內, 投資的增長是免稅的, 提取出來, 在外面的投資的增長, 在現金化的時候就要付稅 (利息、紅利、增值稅等)。
@googo48 3 ай бұрын
@@oldtechie6834 持有 work permit, 唔係都可以開 TFSA 户口嗎？
@googo48 3 ай бұрын
我嘅意思係， RRSP 要 65歲 先可以提取。TFSA 有冇時間或其他限制呢？係咪可以自由提取？
@queenlucky4289 2 ай бұрын
If someone works for cash income no cpp and income deduction and get more income without paying any taxes when they retired why they can get the government benefits?
@vl922 3 ай бұрын
很多謝你的資料，現有一問題請教：如果加拿大人在2018年前一直都在加拿大工作， 從沒有TFSA帳戶，2018年後到美國工作，每年都有交加拿大income tax。但在2021年成為加拿大non-resident,在加拿大仍有常用的銀行帳戶，現在想補存放2018 年之前或2021之前 的TFSA加拿大人可存入的金額，可以合稅例，被接嗎？
@zoeasyzoelee83 2 ай бұрын
當你成為非稅務居民之後，就不應該再投TFSA, 你之前未用完的空間，只可以當你回復稅務居民身份後才使用
@paultang4053 4 ай бұрын
Are you in Toronto?
@zoeasyzoelee83 4 ай бұрын
I am in Vancouver.
@angelalau3016 3 ай бұрын
Hi Zoe, my name is Angela Lau. I and my husband are retired and moved back to Toronto in October 2022. We want to have a consultation with you on our estate and investment planning in Canada. Can you give us a few timeslot for this consultation? Thanks
@zoeasyzoelee83 2 ай бұрын
Sorry for the delayed reply. Been busy with tax season and other personal matters. Would you mind to send me an E-mail to zoe@zoeleefinancial.com. I will connect with you to find a best time slot for you.
@chihkaokuan1319 2 ай бұрын
可惜，沒有字幕，有聽沒有懂😢
@minhly1315 4 ай бұрын
+1+1❤❤
@tedchan7107 4 ай бұрын
I also live in Toronto, How can I contact you?
@zoeasyzoelee83 4 ай бұрын
You can send e-mail to zoe@zoeleefinancial.com to contact me, or you can book a Zoom meeting with the calendly link in the description box.
@128cwk3 4 ай бұрын
請問如果做咗PR，一年內過戶資產來加拿大有冇咩要特別注意？
@cheungterry9207 4 ай бұрын
在你移民不是税務居民前的錢搬來几多都可以，之後產生的利息或收益(TFSA除外)才有各种税率(本金無關)。
@zoeasyzoelee83 4 ай бұрын
最好個30分鐘免費諮詢，我再詳情解釋
@joannehung2417 4 ай бұрын
有冇方法，withdraw RRSP,唔駛比咁多稅？
@user-ih9xv2cv9o 3 ай бұрын
兩夫妻没有其它收入，60歲後可以每年取3萬元免税。
@joannehung2417 3 ай бұрын
@@user-ih9xv2cv9o 是因為兩個人免稅額，總共$30K?
@user-ih9xv2cv9o 3 ай бұрын
@@joannehung2417 是的！每個人的财務狀况不同，不知你RRSP太多或太少，我是不太多，所以分期將錢轉入TFSA避税。
@zoeasyzoelee83 2 ай бұрын
或者在收入低的年份提取，如果可以減輕稅額
@zoeasyzoelee83 2 ай бұрын
這樣做是可以避免聯邦稅，省稅每個省份也不一樣，可能仍要交少少省稅
@samlau3835 4 ай бұрын
我住多倫多，如何與你聯略呢？請覆。
@zoeasyzoelee83 4 ай бұрын
You can send e-mail to zoe@zoeleefinancial.com to contact me, or you can book a Zoom meeting with the calendly link in the description box.
@user-dx1pp7rs2g 4 ай бұрын
請問你是在加拿大邊個城市呀？
@kimt2883 4 ай бұрын
Toronto
@user-dx1pp7rs2g 4 ай бұрын
@@kimt2883 🙏🙏
@zoeasyzoelee83 4 ай бұрын
Vancouver
@adacheung2635 4 ай бұрын
遺產裡的現金，是不是都要打稅。
@zoeasyzoelee83 4 ай бұрын
遺產裡的現金不要打稅。
@anniefang6324 3 ай бұрын
@@zoeasyzoelee83 現金包括哪些？定存，GIC，Index GIC 算现金吗？谢谢
@twlove4u 4 ай бұрын
請問怎樣聯絡你我也是在多倫多的
@zoeasyzoelee83 4 ай бұрын
You can send e-mail to zoe@zoeleefinancial.com to contact me, or you can book a Zoom meeting with the calendly link in the description box.
@kimt2883 3 ай бұрын
@@zoeasyzoelee83❤
@goodywright7101 4 ай бұрын
請問你收費如何
@zoeasyzoelee83 2 ай бұрын
首次諮詢30分鐘免費，之後想繼續可以再詳細解釋如何收費
@QueenieK310 4 ай бұрын
我在溫哥華如何聯絡你？
@zoeasyzoelee83 4 ай бұрын
You can send e-mail to zoe@zoeleefinancial.com to contact me, or you can book a Zoom meeting with the calendly link in the description box.
@user-rb3nh6mt1f 4 ай бұрын
你會說國語嗎？
@hbw93842 4 ай бұрын
最好有字幕 咁就可以吡一啲唔識廣東話的知多啲
@zoeasyzoelee83 4 ай бұрын
按右下角的CC鍵便有中文字幕
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