What You Don’t Know About Pension Plans Will Cost Your Clients Dearly
IFB Member: $19
Non-Member: $24
Compare and contrast through a case study the financial results of upgrading one’s savings strategy from using a Registered Retirement Savings Plan or simply saving through the non-registered investment account of one’s company, to using a registered pension plan such as a Personal Pension Plan or Individual Pension Plan. The case study surveys the natural events that most entrepreneurs will face from accumulation to retirement and eventually death showcasing at every stage all the additional tax planning opportunities that most advisors miss because of their lack of familiarity with pension rules.
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