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ADVISOR FOCUS - a newsletter from
4 March 2004

Current Issue | Subscribe to Advisor Focus | Back Issues

SPOTLIGHT: RRSP 2004 Debriefing

RRSP Season is over, and now we can all take a holiday, right? Well, maybe a short one. But your clients should already be thinking about next year's contributions!

Retirement savings planning should be a year-round sport
Clients will do themselves a favour by contributing all year round, rather than waiting for the February scramble, and avoiding borrowing to make the deadline. Tim Cestnick explains.

  • Loans can fatten up an RRSP
    Sometimes, though, an RRSP loan makes a lot of sense, especially at today's low rates, and when marginal tax rate is relatively high. Rob Carrick describes the advantages and disadvantages of RRSP borrowing.
  • Fund sales soar to $5-billion
    Canada's mutual fund industry had the best RRSP season in quite a while, as a lengthy runup in stock markets and rock-bottom savings rates sent investors rushing back into funds. Carolyn Leitch adds it up.

Also: 11th-hour RRSP rush lifts funds

  • What to do when you're maxed out
    Marshall Miller knew that his retirement planning strategies wouldn't come to a screeching halt once he'd filled both his own registered retirement savings plan and a spousal RRSP for his wife. But... Jeff Buckstein has more.

INDUSTRY NEWS: Public and Private Oversight

Plus: Ottawa should put brakes on taxing trusts