You have been hired by the Bank of Montreal as a benefits consultant. Your job entails meeting
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Question:
You have been hired by the Bank of Montreal as a benefits consultant. Your job entails meeting regularly with customers with portfolios of over $500,000. You and your boss have scheduled a meeting with the clients for next week and you were asked to prepare five(5) bulleted points on the 5 topics listed below for discussion at your meeting.
- Contribution and deduction limits for RRSP
- Spousal RRSP
- Tax Free Withdrawals from RRSP
- Advantages and Disadvantages of an RRSP
- TFSA.
Related Book For
Statistics for Business and Economics
ISBN: 978-0132930192
8th edition
Authors: Paul Newbold, William Carlson, Betty Thorne
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