Shepherds Wanted! Holders and the RDSP

One of the most challenging aspects of future planning is finding people to shepherd the plan far into the future.  Therefore, it is not surprising that setting up an RDSP presents the same issue – who can help manage...

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How to maximize the benefits of the Registered Disability Savings Plan (RDSP)

This entry was submitted by the Royal Bank of Canada The Registered Disability Savings Plan (RDSP) was introduced by the government of Canada to help families and people with disabilities save for their long-term financial security. The benefits of...

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The RDSP: Saving or Estate Planning?

In the early days of the RDSP, a financially astute parent said, “If you want to maximize the benefit of the RDSP (and you have the cash to afford it), you should put $171,500 into the plan in the...

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RDSP Telephone Seminar – July 21, 2010 in Mandarin

Poster-RDSP Chinese Telelearning -July21-2010 PLAN  is hosting a Chinese RDSP telephone seminar for Chinese families across the country July 21, 2010. Please see the attached poster for more information. RDSP Teleseminar (Mandarin) Date and Time: Wednesday, July 21, 2010...

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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...

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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...

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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...

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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...

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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...

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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...

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