Retirement Accumulation Structures And Strategies (RASS)

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Lesson 1: Employer Sponsored Pension Plans

Topics covered in this chapter are:

  • Group RRSPs
  • Registered Pension Plans
  • Individual Pension Plans
  • Retirement Compensation Arrangements
  • Supplemental Executive Retirement Plans

Lesson 2: Government Pension Programs

Topics covered in this chapter are:

  • Canada and Quebec Pension Plans
  • Old Age Security Program

Lesson 3: Planning for Retirement with Personal Savings Vehicles

Topics covered in this chapter are:

  • Registered Retirement Savings Plans
  • Group RRSPs
  • Spousal RRSPs as an Income Splitting Tool
  • Ten RRSP Contribution Strategies
  • Tax-Free Savings Accounts
  • Comparing RRSPs and TFSAs
  • Understanding Annuities
  • Types of Annuities
  • Segregated Funds
  • Registered Disability Savings Plans

Lesson 4: Insurance Needs Assessment

Topics covered in this chapter are:

  • Capital Needs Analysis – Tom and Debbie