Fred Snyder - Windfall Elimination Provision
Wednesday, October 07 2009 @ 09:00 PM PDT
|
Pacific Inn Exit 2B off Highway 99 Thursday October 15, 2009 It's Your Money seminar Capital Creation - what you do after you've looked after your retirement. How to get income treated favourably from a tax point of view? |
David Ingram and Fred Snyder continue their conversation on retirement investment. This session includes a question from a US Green Card holder whose wife lives with him in Point Roberts but who commutes to Vancouver to work. The question is about RRSP and 401K retirement investments and includes questions regarding how long the retiree has to have lived in Canada to qualify for Old Age Pension and in the US to not get caught by the Windfall Elimination Provision of the Old Age Security.
You can watch the whole show or any of several of its sections separately:
- Opening
- Reporting Foreign Trusts
- Windfall Eliminiation Provision and Canadian OAP considerations
- Claw-back of OAP when too much income after retirement
- David and Fred discuss their earliest meeting
- Fred's new BMO investment - Principle Protected Note
- Seminar topics and information
[tags: investment, retirement, CPP, mortgage, deductible_mortgage]
|
You can contact Fred Snyder at: Telephone: (604) 731-8900 FAX: (604) 731 -1242 Private FAX: (604) 929-4706 Cellular: (604) 644-PLAN Location: 1764 West 7th Avenue Vancouver, BC Canada V6J 5A3 - View Map |
What's Related