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存钱好时机!存的越多拿的越多,还能免费古巴游!

天瑞酱 SOTCO天瑞财商 2022-01-22



Great Time to Save
Best Time to Receive

   最佳存RRSP入时机

一年当中的任何时候都可以购买RRSP,并且抵减当年的应税收入,而在次年的前60天购买RRSP,仍然可以抵减前一年的收入。

 

所以在您不确定当年能买或者要买多少RRSP的时候,可以在次年1月1日-2月底之前再购买,这样可以在报税的时候,再决定究竟用这部分RRSP来抵减前一年的应税收入,还是留着当年的应税收入。


每年年初都有源源不断的客户纠结于是否应该购买RRSP,而到了3月还没考虑清楚就失去了本年内购买机会,明年也快了。


为了让大家能够在财税上得到最大优化,天瑞金融在RRSP报税季推出存RRSP 得大奖活动,存钱的同时,也给自己奖励一个大物,礼品如下:

 


请提前联系您的天瑞理财顾问,做好合理规划!



New Deposits or transfers into existing or new RRSP accounts between Jan. 1 to Mar. 31 2022 will qualify for the promotion gift. Applicable only to qualifying accounts, one gift per client, quantity is limited. Accounts must be used for long-term retirement savings. Offer is subject to change without notice. For details, see the Terms and Conditions below.




SOTCO FINANCIAL STRATEGIES RRSP PROMOTION1 SOTCO FINANCIAL STRATEGIES INC.(“SOTCO”) is offering a single award to any qualifying new or existing SOTCO client who is a Canadian resident of age of majority in their province or territory by March 31, 2022. The award is comprised of two components – the Initial Transfer and a New Deposit. This offer begins on January 1, 2022, and ends on March 31, 2022. Initial Transfer and New Deposit Details: To qualify for the Initial Transfer and New Deposit, a client must: Open a new account ("New Account") or have an existing account by March 31, 2022. The account type must be a single account holder RRSP account, TFSA, open account, Locked-in registered, non-personal, joint, RESPs, RIFs, and RDSP. Transfer into the New Account $10,000 or more in RRSP from another Canadian financial institution(s) ("Qualifying Assets") by March 31, 2022, noting: The Qualifying Assets must be in the SOTCO New Account(s) by no later than March 31, 2021; originating from pre-existing RRSP, is included in the Qualifying Assets; Investable assets exclude any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to SOTCO; Qualifying Assets will be measured according to the combined value of Canadian and the U.S. denominated assets deposited in that account type. U.S. dollar balances will be converted into Canadian dollars to determine eligibility. a client opens multiple New Accounts, the Qualifying Assets will be calculated by combining the value of the assets transferred into the New Accounts.  *WE WILL COVER THE TRANSFER FEE FOR QUALIFIED ACCOUNTS. Further Terms and Conditions: Employees of SOTCO FINANCIAL STRATEGIES INC. are eligible for this offer. This offer may be changed, extended, or withdrawn at any time without notice. For the accounts used to participate in this offer, this offer cannot be used in conjunction with any other offer. The offer is not transferrable. Mutual Fund Investment Sold Through Amerity Wealth Management. Insurance Sold Through SOTCO Financial Strategies Inc. ® The SOTCO logo and other trademarks are the property Terms and Conditions.








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