Consulting Insights - From CI Global Asset Management: Recent Episodes
CI Global Asset Management
Welcome to the CI Global Asset Management’s Consulting Insights podcast. Listen to what our Advisor Consulting team has to say about practice management, tax, financial planning and more. With over 100 years of combined experience, they’ll discuss the key financial topics and trends that impact both investors and advisor practices.
When an RRSP or RRIF annuitant dies, tax implications at that time depend on the residential status of the annuitant. This podcast discusses the implications when the plan annuitant is a non-resident of Canada with specific references to differences in withholding taxes when the annuitant is a non-resident vs a Canadian resident, when and how a Canadian tax return plays a role and tax-deferred rollover opportunities when the plan beneficiary is a spouse, common-law partner or financially dependent child.