Incorporated? Defer Tax With An Individual Pension Plan Seminar.

Back By Popular Demand:

 

Exclusive Informational Seminar on

Individual Pension Plans

 

 

Up-to 65% more into your retirement assets than an RRSP

Make large tax deductable past service contributions

 

This seminar will explore the structure of Individual Pension Plans (IPP’s) and identify opportunities to increase retirement and investment assets. This seminar is specifically for business owners and professionals with professional corporations.

 

Guest Speaker: Trevor Perry - Executive Vice-President of GBL Financial Actuaries and Consultants

 

Date:                   Tuesday November 17th 2009

Time:                  7:00 pm to 8:00 pm

Location:           TD Waterhouse - 412 Albert Street, Waterloo N2L 3V3

 

Please RSVP by November 11th :  Candice Dziedziejko (519)725-3949 or Candice.dziedziejko@td.com

                                                    

 

                                                                                                                                                                                                   

If you are a business owner or a professional with a professional corporation, you should know about the valuable tax efficient savings available to you with an Individual Pension Plan (IPP).

 

Benefits of an Individual Pension Plan

-Allows for larger tax deductions

-100% creditor proofing of plan assets

-Get up to 65% more into your retirement assets than an RRSP

 

Past service Tax-Deductible Contribution Benefit

-IPP allows for a past service contribution to the plan based on income earned as far back as January 1st 1991, and current age of the applicant.

 

E.g. a 55-year-old individual with maximum earnings since 1991 can be eligible for a tax deductable past service contribution of up to $171,300, and a current-year tax-deductible contribution of $29,500.  Based on maximum earnings of $122,222 for 2009, and age of 55.

*Total tax-deductible contribution of a 55-year-old can be $200,800 from a company to an Individual Pension Plan in the first year*

 

Ideal Candidate for an Individual Pension Plan - Business Owners and Professionals with Professional Corporations, age 40+ with earnings over $122,222 in T4/T4PS income.

 

Join us for an exclusive seminar to learn how you can benefit from an IPP.

 

Sincerely,

 

 

 

Candice Dziedziejko

Investment Advisor

Private Investment Advice

TD Waterhouse Canada Inc.

 

The TD Waterhouse Private Client Services means The Toronto-Dominion Bank and its related companies that provide deposit, investment, loan, securities, trust, insurance and other products or services. TD Waterhouse is a trade-mark of The Toronto-Dominion Bank, used under license.

 

The statements and opinions contained herein are based on material believed to be reliable, but we cannot guarantee they are accurate or complete. This letter was prepared by Candice Dziedziejko the TD Waterhouse Investment Advisor and is for informational purposes only. Particular investments or trading strategies should be evaluated relative to each individual’s objectives in consultation with the Investment Advisor.