How much will you contribute each time? (Lump sum or Payroll)
Gross Amount? (Investment into Golden Opportunities Fund)
$
Net Contribution? (Out of pocket contribution)
$
Annual Gross Income?
What is the contribution frequency to your RRSP?
How many years until you plan to retire?
Years
What are your current RRSP savings?
$
Your annual RRSP investment would be $_____ per year.
Annual Golden Opportunities Fund RRSP Investment
Annual Regular RRSP Investment
Due to the tax credits, the net annual cost of your RRSP investment is $_____ less when you invest in Golden Opportunities versus a Regular RRSP investment.
You will have earned $_____ in additional tax savings upon retirement by investing in Golden Opportunities.
Regular RRSP Investment
RRSP Contributions
Investment Earnings
Your Contributions to Regular RRSP Investments $_____
Your Investment Earnings $_____**
Total Value at Retirement $_____
Golden Opportunities Fund Investment
RRSP & GOF Contributions With Rollover
Tax Credits
Investment Earnings
Your Contributions to Regular RRSP Investments $_____
Your Contributions to Golden Opportunities Fund RRSP $_____
Your Investment Earnings $_____**
Your Tax Credits $_____
Total Value at Retirement Plus Tax Credits $_____
What’s a Rollover?
Your Golden Opportunities investment matures every eight years and can be rolled over for additional tax credits with no new money invested! For more investment strategies click here.
Did you know...
You can invest right off your paycheque and receive instant tax savings. This means that your $_____ annual investment only costs $_____ per year or $_____ per paycheque!Net cost of your Golden Opportunities Fund investment if made directly off every paycheque
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