Registered Plans and Plan Withdrawals is a comprehensive
guide designed to help financial advisors develop successful long-term
strategies to grow their client's wealth. Financial Planners will gain valuable
insight into the benefits of the Canadian registered plan system and how their
clients can take full advantage of the different features of plans. A broad
overview of Registered Products is followed by more in-depth information on the
following topics:
- Overview of Retirement Income Options, including RIFs, LIFs,
and annuities, as well as province specific options
- The ins and outs of spousal plans including recent legislative
changes
- Catch-up loans, over contributions and other strategies that
get assets registered now to take advantage of tax deferred compounding
later
- Answers to some of your clients most frequent and technical
questions
- In-depth analysis of both the Lifelong Learning Plan and the
Home Buyers' Plan
- Features and benefits of self-directed RRSPs
Registered Plans and Plan Withdrawals is part of CCH's
Financial Advisor Series, written by financial advisors for financial advisors;
however, "laypeople" will find the information very interesting and easy to
follow.
Written by Gail Vaz-Oxlade. Published by CCH Canadian Ltd.,
2000.
B503 $19.95
|
