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AP/ADMS 4505

Retirement and Estate Planning

3.0 credits

Fall 2026

Topics

  • Retirement goals and planning assumptions
  • Government benefits and employer pension plans
  • RRSPs and other registered savings
  • Pension adjustments and retirement income choices
  • Estate planning and asset disposal
  • Tax considerations at retirement and death
  • Trusts, charitable giving and US assets

Readings

  • Required: Coleen Clark, Retirement & Estate Planning in Canada, 4th ed. (Captus Press, 2020).
  • Optional: KPMG LLP, Tax Planning for You and Your Family 2023.
Sources