Dealing with Advanced RRIF Accounts
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Who Should Attend
This eClass is comprised of three, 60-minute pre-work sessions and three, 90-minute online WebEx sessions. There is also a post session quiz that must be completed after Session 3. Completing all eClass components is required to be credited with completing this course.
It’s inevitable. If your member has deposited funds into an RRSP at any point in their life, they will need to deal with those funds in the year they turn 71. This advanced level course deals with all aspects of converting RRSPs into RRIFs as well as the rules governing payments, income splitting, spousal rules, and more.
This 3-session Advanced RRIF eClass will introduce the learner to concepts by reviewing two advanced level case studies based on common member scenarios. In the final 30 minutes of the last session participants will engage in a highly interactive exercise that provides hands-on experience and best practice examples for RRIF forms; paperwork and process.... (See More)