CPA Firm Houle & Associates discusses the tax advantages of Personal Pension Plans
Norm Houle of Houle & Associates CPA and financial advisor Brian Haye of CapCorp Financial Planning host JP Laporte for a detailed look at the Personal Pension Plan (PPP®) as a tax strategy for incorporated business owners. JP explains the plan’s three components (defined benefit, defined contribution and an additional voluntary contribution account), works through a physician case study, and compares the plan’s fees with the deductions it creates.
Recorded in 2021; the case-study figures are an illustration based on that year’s rules.
INTEGRIS PPP® vs IPP: which pension plan fits you?
An IPP and a PPP® are both real pension plans INTEGRIS builds and administers for incorporated professionals — and both beat an RRSP for tax-deductible retirement saving. The difference is reach: the IPP is the classic defined-benefit plan, while the PPP® keeps everything an IPP does and adds two more ways to contribute. If you're choosing between them, here's how they compare, criterion by criterion.
Investment Partners Fund: An alternative approach to managing equity risk
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