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Continuing Education → Professional Development

Pensions and Tax Deferral Plans (LCI0107)


Description

From government pensions and benefits to employer-sponsored pension plans and tax deferral accounts, this course covers the essentials of Canada's grandest sources of income and tax-friendly savings plans.

Institute accredited CE: 1.00

CE Credits: 1.0 Accreditation Number: IAS17143401 CE Credit Type: Professional Development

Content
  • 1. Course Introduction
  • Course Introduction
  • 2. Canada and Quebec Pension Plans
  • Canada and Quebec Pension Plans
  • Contributing into CPP or QPP
  • Starting CPP QPP
  • Additional CPP QPP Benefits
  • 3. Old Age Security (OAS)
  • Old Age Security (OAS)
  • OAS Clawback
  • Other OAS Benefits
  • 4. Employer-Sponsored Pension Plans
  • Employer Sponsored Pension Plans
  • Defined Benefit Plans (DBP)
  • Individual Pension Plans (IPP)
  • Defined Contribution Plans (DCP)
  • Deferred Profit Sharing Plans (DPSP)
  • 5. Understanding Pension Adjustments
  • Pension Adjustments (PA)
  • Past Service Pension Adjustments (PSPA) and Reversals (PAR)
  • 6. Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Savings Plans (RRSP)
  • RRSP Contributions
  • RRSP Contributions In-kind
  • Spousal RRSPs
  • RRSP Withdrawals and Termination
  • Home Buyer's Plan (HBP)
  • Lifelong Learning Plan (LLP)
  • RRSP Conclusion
  • 7. Registered retirement income funds (rrif)
  • Registered Retirement Income Funds (RRIF)
  • RRIF Withdrawals
  • 8. Locked-In Retirement Accounts (LIRA)
  • Locked-In Retirement Account (LIRA)
  • 9. Tax-Free Savings Accounts (TFSA)
  • Tax-Free Savings Accounts (TFSA)
  • 10. Registered education savings plans (resp)
  • Registered Education Savings Plan (RESP)
  • Canada Education Savings Grants (CESG)
  • Additional CESGs and the Canada Learning Bond (CLB)
  • If a Child Does Not Attend School
  • RESP Concluding Points
  • 11. Registered Disability Savings Plans (RDSP)
  • Registered Disability Savings Plans (RDSP)
  • Final Test
  • Pensions and Tax Deferral Plans Final Test
Completion rules
  • You must complete the test "Pensions and Tax Deferral Plans Final Test"
  • Leads to a certification with a duration: Forever