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All items tagged with: rrsp

Focus on RRSP: Six More Year-End Tax Tips

Posted: December 19, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking , Tax Planning, knowledge bureau, Canada Pension Plan, Evelyn Jacks, tax tips, retirement planning, rrsp, old age security, tax courses, CPP, wealth management, income splitting, financial education, online courses, year-end tax strategies, investment portfolio, RRSP contribution limits, dividend tax credit, severance and pension payments, RRSP contribution deadlines, Home Buyers’ Plan, security transfers, RRSP penalties, income tax installment payments

There is still time to consider your own unique RRSP tax strategy to reduce income and taxes and increase refundable tax credits for your financial gain in 2018. The RRSP contribution deadline is March 1, 2018. Following is the last of our series of a dozen tips to consider as the holidays begin and before this year ends:

People in the News:  Barbara Schuster

Posted: December 19, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Tax Planning, CRA, knowledge bureau, Canada Pension Plan, Evelyn Jacks, income tax, retirement planning, rrsp, tax courses, wealth management, financial education, net worth, online education, Knowledge Journal, Barbara Schuster, Investors Group

Congratulations to Barbara Schuster from Investors Group who just graduated from Knowledge Bureau’s Advanced Tax-Efficient Retirement Income Planning self-study course, and had the following comments about her experiences:

Spotlight on the RRSP:  12 Year-End Tax Tips

Posted: December 13, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking , Tax Planning, knowledge bureau, Canada Pension Plan, Evelyn Jacks, tax tips, retirement planning, rrsp, old age security, tax courses, retirement planning courses, CPP, wealth management, income splitting, financial education, online courses, year-end tax strategies, investment portfolio, RRSP contribution limits, dividend tax credit, severance and pension payments, RRSP contribution deadlines, Home Buyers’ Plan, security transfers, RRSP penalties, income tax installment payments

The RRSP can play a prominent role in many of the year end tax strategies still available to pay less tax in the 2017 tax year.  The RRSP contribution deadline is March 1, 2018.  Following are the first six of a dozen tips to consider as the holidays begin and before this year ends:

Retirement Planning: Make Sure Your Advice Keeps Up with Your Clients

Posted: December 05, 2017 By : Doug Nelson
Posted in: Strategic Thinking , Debt Management, Financial Literacy, Financial Advisor, investments, knowledge bureau, statistics canada, Evelyn Jacks, rrsp, tax courses, retirement planning courses, tax advisor, retirement income, wealth management, doug nelson, financial education, Baby Boomers, year-end planning, retirement plan

According to recent census data from Statistics Canada, the baby boomers continue to live life on their own terms, especially as they approach and surpass the traditional retirement age, but they are working longer, supporting adult children and often they are also in debt. The provides opportunities for interaction with retirement specialists.

Year-End Tips for Taxpayers with Severance Packages

Posted: November 28, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking , Real Wealth Management, Tax Planning, knowledge bureau, Evelyn Jacks, tax tips, retirement planning, rrsp, tax courses, retirement income, financial education, severance packages, year-end planning, termination payment, eligible allowances, ineligible allowances

Have you or any of your clients received a pink slip or early retirement package? There is some tax planning to consider doing before saying farewell to the world of work.

Advisors Get Investors Better Returns, Global Report Finds

Posted: October 03, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, TFSA, Evelyn Jacks, rrsp, financial advisors, Canadian economy, wealth management, wealth managers, tax education, financial education, value proposition, high-net-worth clients, Real Wealth Manager Program, World Wealth Report, millionaires, investment success, stock market, investment returns, portfolios

There are more millionaires in the world than ever, according to Capgemini’s World Wealth Report 2017, and those whose portfolios are overseen by wealth managers achieved robust gains of 24.3 per cent on average — far exceeding benchmark performance.