Transfers to another financial institution – download form
People continue to ask us about transfering their RDSP to another financial institution. We provided an update in January and promised to post the “transfer form” when it became available. The transfer form was completed in May – one...
Announcing our new “Step-by-Step” guide – Free Download!
PLAN’s new Step by Step Guide (to becoming eligible, opening and managing your Registered Disability Savings Plan) is available now for free download. Just click on the following link: Step-by-Step Guide With support from the Investor Education Fund, the guide...
Payments – Our latest explanation!
Hopefully you don’t go to sleep at night wondering how to explain payments from RDSPs. We do!!! It would be easy to take the attitude – “It’s complicated. I’ll learn it when I need to.” At PLAN, we don’t...
Free RDSP Information Sessions – BC, Alberta, Ontario
We are continuing to find that many people still haven’t heard about the RDSP, aren’t aware of the benefits (EVEN IF THEY CAN’T CONTRIBUTE!), or don’t know how it works or how to set one up. With a number...
Big News for the RDSP in the Federal Budget! Includes RRSP and RRIF Rollover and 10-Year Carry Forward for Grant and Bond
If you would like easy to understand information on the new Registered Disability Savings Plan please visit www.rdsp.com. The 2010 Federal Budget had some really exciting news regarding the RDSP. For those of you who were able to read...
Determining the Amount of Canada Disability Savings Bond
If you would like easy to understand information on the new Registered Disability Savings Plan please visit www.rdsp.com. This year the new income levels for 2010 Canada Disability Savings Grant and Canada Disability Savings Bond were announced. As I...
Can I Transfer my RDSP from One Bank to Another?
One of the most common questions I have been receiving lately is “can I transfer my RDSP from one bank to another?”. Quick answer, Yes. The legislation does allow for the RDSP to be transfered from one financial institution...
New Income Levels for 2010!
If you would like easy to understand information on the new Registered Disability Savings Plan please visit www.rdsp.com Are you wondering why the income levels to receive the Grant and Bond have changed recently? Every year these income levels...