'Tax sheltered' diaporamas de présentation

The 403(b)

707 views • 62 slides

The 403(b): Does the Company You Invest With Matter?

The 403(b): Does the Company You Invest With Matter?. Disclaimer . Everything I am going to tell you is to the best of my knowledge true. You are responsible for verifying any information I present. You are responsible for any investment decisions you make.

661 views • 58 slides

Current Trends and Issues in Financial Planning 2007 Edition

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Introduction to Investing

Introduction to Investing. Take Charge of Your Finances Family Economics and Financial Education. Saving and Investing. Once an appropriate amount of liquid assets are reached. Remember: The purpose of savings is to develop financial security. Refocus goals from savings to investing.

504 views • 33 slides

Session 1 Making sense of the different types of investment plans

PERSONAL INVESTMENTS HELPING YOUR CLIENTS REACH THEIR GOALS. Session 1 Making sense of the different types of investment plans. TYPES OF INVESTMENT CONTRACTS. TFSA. Spousal RRSP. RRSP. LIRA. RRIF. Locked -in RRSP. LIF. Non- registered. TYPES OF INVESTMENT CONTRACTS.

495 views • 33 slides

Session 1 Making sense of the different types of investment plans

PERSONAL INVESTMENTS HELPING YOUR CLIENTS REACH THEIR GOALS. Session 1 Making sense of the different types of investment plans. TYPES OF INVESTMENT CONTRACTS. TFSA. Spousal RRSP. RRSP. LIRA. RRIF. Locked -in RRSP. LIF. Non- registered. TYPES OF INVESTMENT CONTRACTS.

332 views • 33 slides

PAYROLL

383 views • 29 slides

R egistered R etirement S avings P lan (RRSPs)

R egistered R etirement S avings P lan (RRSPs). What is a RRSP ?. An RRSP (Registered Retirement Savings Plan) is a personal savings plan registered with the Canadian federal government allowing you to save for the future on a tax sheltered basis. Guaranteed Investment

389 views • 25 slides

R egistered R etirement S avings P lan (RRSPs)

R egistered R etirement S avings P lan (RRSPs). What is a RRSP ?. An RRSP (Registered Retirement Savings Plan) is a personal savings plan registered with the Canadian federal government allowing you to save for the future on a tax sheltered basis. Guaranteed Investment

380 views • 23 slides

Introduction to Investing

Introduction to Investing. "Take Charge of Your Finances". Savings vs. Investing:. Goal One:. Savings is short term 1-3 years. Investing is long term, 3 or more years. Investing is higher risk and less liquidity. Increase future income. WHAT IS INVESTING. Goal Three:. Goal Two:.

410 views • 23 slides

INTRO TO INVESTING

361 views • 19 slides