Optimizing Your Client’s RRSP

Every dollar counts when your clients are working hard to meet their financial obligations while also saving for retirement. This calculator shows how they could increase their expected tax refund and use it to increase their planned RRSP contribution, significantly enhancing their short and long-term RRSP savings. Your clients have options to temporarily fund their additional contribution using an out-of-pocket strategy or a conservative short-term RRSP loan strategy (until they recoup it from their expected refund).

Share Optimizing Your RRSP with your clients to show them how they can make the most of their RRSP.

Questions? Contact your local PPI Collaboration Centre.

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Optimizing Your RRSP