Tools for RRSP Season in Concept Toolkit

Here are several calculators and graphics in Concept Toolkit on TFSAs and RRSPs you can use when meeting clients during RRSP season.

  • RRSP Tax Savings calculator
  • 10 Ways to Grow Your RRSP graphic
  • TFSA vs RRSP graphic
  • TFSA vs RRSP calculator

Where to find them in Concept Toolkit:
These tools are found in the RRSP section.

rrsp-contents-rrsp-season-tools


RRSP Tax Savings Calculator
Quickly estimate how much your clients will save in taxes by contributing to their RRSP. Compare four different contribution amounts and show the  after-tax cost of each contribution.

rrsp-tax-savings


10 Ways To Make Your RRSP Grow Faster Graphic
You can print this off as a PDF and send to your clients to encourage them to invest in their RRSPs. You can change any of “10 Ways” by clicking on the Change Text button.


TFSA vs RRSP Graphic
You can print this off as a PDF and send to your clients to give them a clear and straightforward comparison of a TFSA to an RRSP.

tfsa-vs-rrsp-chart


TFSA vs RRSP Calculator
Quickly compare the future value of a TFSA and RRSP based on the marginal tax rates at the time of contribution and the time of withdrawal.

tfsa-vs-rrsp-calculator