beyond MD with Dr. Yatin Chadha
beyond MD bridges the gap between medical training and financial literacy.
Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money.
Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.
Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time.
Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.
beyond MD with Dr. Yatin Chadha
The Individual Pension Plan (IPP)
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Dr. Yatin Chadha hosts Jean-Pierre Laporte, BA, MA, LLB, RWM, CEO at Integris Pension Management Corp to discuss Individual Pension Plans (IPP)
This is an under-discussed topic in personal finance and is highly relevant to all incorporated professionals.
The discussion includes:
General
- overview
- eligibility, ideal candidate
Funding and Tax Advantages
- work around for passive income rules
- increased contribution room relative to RRSP
- tax deduction for investment management fees
- access to additional investment instruments
- special payments
- terminal funding
- income splitting
- rolling over the RRSP into IPP
Limitations
- age
- cost
- diversification rules