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Registered Plans and Plan Withdrawals

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

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Last modified: October 5, 2000

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