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Minimum and Maximum Amounts for 2024 and Systematic Instruction Reminders

January 11, 2024

Category: Best practices

We would like to inform you that the calculation of Investia nominee LIF/RRIF minimum and maximum amounts for 2024 has been completed. The new amounts can be found in Univeris under the client’s plan “Details” section. This year’s temporary income amounts are also available in the same section for clients who have requested temporary income and provided us with the appropriate documentation.

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