Date of Birth Annual Salary Earned Income SUMMARY OF KEY FINANCAL DETAILS All Values as of January 1, 2031 Mercedes Alejandro October 22 August 27 $150,000 $150,000 $100,000 $150,000 RRSP (Annuitant) - Market Value ($) $390,000 RRSP (Annuitant) - Book Value ($) $270,000 Spousal RRSP (Annuitant) - Market Value ($) Spousal RRSP (Annuitant) Book Value ($) RPP-Market Value ($) RPP - Book Value ($) Non-Registered Assets ($) $200,000 Mercedes and Alejandro are both in the 45% marginal tax bracket. $45,000 $30,000 $45,000 $40,500 $250,000