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Worksheet

The RRSP Escape Plan

Estimate how much of your RRSP could be lost to tax at death – and compare strategies that may help preserve more wealth for your family and heirs.

Worksheet

The RRSP Escape Plan

The Advisors Table

Worksheet

The RRSP Escape Plan

Estimate how much of your RRSP could be lost to tax at death – and compare strategies that may help preserve more wealth for your family and heirs.

What's inside

  • Estimate the tax CRA could collect from your RRSP at death
  • Compare outcomes with and without the RRSP annuity strategy
  • Model savings based on RRSP balance and children's ages
  • Generate a personalized action checklist for implementation and planning

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