An RRSP Alternative
Which makes more sense?... What are most
Canadians doing?...
RRSP
LIP
per month
per month
carries an interest only
X12
Both
Produce a
Investment Loan
@
Net Return
Tax
@
Net Return
=
Gain
Reduction
=
Gain
Net
Net
Upon
Tax or
<------>
Withdrawal
<----->
Tax or
Net
Difference
Net
Based 0n:
CLIP account
100%
Capital Gains @ 50% Inclusion Tax Rate
Prime Rate @
MTR @
RRSP = Registered Retirement Savings Plan LIP = Leveraged Investment Plan
MPORTANT NOTICE: Borrowing to invest is suitable only for investors with higher risk tolerance. You should be fully aware of the risks and benefits associated with investment loans since losses as well as gains may be magnified. Preferred candidates are those willing to invest for the long term, not averse to increased risk and financially able to meet their loan and income tax obligations.The value of your investment will vary and is not guaranteed. However, you must meet your loan and income tax obligations and repay your loan in full. The value of your investment will vary and is not guaranteed. However, you must meet your loan and income tax obligations and repay your loan in full. Please read the terms of the loan agreement and the investment details for important information.
Copyright © 2002 - 2006 Martin DeArtola,CFP
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