Many aspects of your finances have tax considerations that can benefit you. This course will outline some of those considerations related to savings and investments, including before-tax and after-tax contributions to various savings vehicles, and differences in how interest income, dividends, and capital gains are taxed.
A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually
Learning Objectives:
1. Recognize differences between “before-tax” savings and “after-tax” savings
2. Compare the differences between RRSP, TFSA, RESP, and non-registered contributions and withdrawals
3. Examine the differences in tax treatment between interest income, dividends, and capital gains