The main benefits of a Personal Pension Plan during the wealth accumulation stage
Michael Martella and JP Laporte walk through the tax deductions a Personal Pension Plan (PPP®) makes available while an incorporated professional is building savings: buying back past service, annual contributions above the RRSP limit, special payments when the plan earns less than its funding assumption, terminal funding, and deductible investment management fees.
Recorded in 2022; figures mentioned in the video reflect that year. For current limits, see PPP® contributions.
Protecting One's Nest-egg through INTEGRIS
The INTEGRIS Plan is based on the premise that our clients work hard for their money and want to ensure they will have enough stocked away when it is time to retire. To achieve that end, the INTEGRIS Plan has established a number of protective barriers around the pension plan.
What is fiduciary oversight and why is it important?