RESP Accumulated Income Payment to RRSP — Move Excess RESP Earnings Without the 20% Penalty Tax
What Is It?
In some cases, an accumulated income payment (AIP) from an RESP can be transferred to the subscriber’s RRSP, reducing or avoiding the usual punitive tax treatment.
What Most People Don’t Know
- The rollover is conditional.
- RESP closure timing and beneficiary facts matter.
- This is one of the main escape valves for overfunded RESPs.