Advisor Case Study: RRSP Contributions: Stategic Tax and Benefit Planning

An RRSP is a powerful tool for both retirement and benefit planning. In this webinar we'll look at the fundamentals of how an RRSP works and show you how to optimize contributions to increase benefits, decrease tax and maximize your client's net worth.

We'll explore two case studies: one with a family 10 years away from retirement looking to maximize governments benefits both now and in the future, and one of a retiree just before retiring wondering whether it makes sense to contribute to their RRSP.

4:02 - RRSP Fundamentals and Spousal RRSPs
7:54 - How RRSP Contributions Affect Government Benefits
14:52 - Case Study 1: Maximizing CCB and GIS with RRSP Contributions
36:28 - Case Study 2: Planning RRSP Contributions Pre-Retirement

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities.