Gregory, Harriman & Associates Professional Accountants

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Registered Disability Savings Plan

This is a plan that will allow funds to be invested tax-free until withdrawal. It is intended to help parents and others to save for the long-term financial security of a child with a disability and is similar in structure to the Registered Education Savings Plan. Contributions to an RDSP will be eligible for the Canada Disability Savings Grant. For more information, you can visit the following websites: http://www.cra-arc.gc.ca/gncy/bdgt/2007/rdsp-eng.html, http://rdsp.wordpress.com/.

If you are a Canadian resident under age 60 and are eligible for the Disability Tax Credit (Disability Amount), you are eligible for an RDSP. Earnings accumulate tax-free, until you take money out of your RDSP. The Government provides matching grants of up to 300%, depending on the beneficiary’s family income and the amount contributed. The maximum is $3,500 each year.

There are proposed changes, as of July 1, 2011, for deaths occurring after March 3, 2010. The rollover rules for the existing RRSP will be extended to allow a rollover to the RDSP of the deceased individual’s financially dependent infirm child or grandchild. This will also apply to RRIF’s and certain RPP’s.

Contact Information and Hours

#104, 331-3rd Avenue
Strathmore, AB T1P 1T5

Phone: (403) 934-3176
Toll Free: 1-866-934-3176
Fax: (403) 934-3182

Monday – Friday
8:30am – 5:00pm