Скачать или смотреть The Individual Pension Plan (IPP)

Dr. Yatin Chadha hosts Jean-Pierre Laporte, BA, MA, LLB, RWM, CEO at Integris Pension Management Corp to discuss Individual Pension Plans (IPP)


This is an under-discussed topic in personal finance and is highly relevant to all incorporated professionals.


The discussion includes:


General


overview


eligibility, ideal candidate


Funding and Tax Advantages


work around for passive income rules


increased contribution room relative to RRSP


tax deduction for investment management fees


access to additional investment instruments


special payments


terminal funding


income splitting


rolling over the RRSP into IPP


Limitations


age


cost


diversification rules