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Updated list of Canadian registered accounts #1265

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Merged
jjmata merged 5 commits into from
Mar 24, 2026
Merged

Updated list of Canadian registered accounts #1265

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937b65e
Added FHSA, RDSP, and DPSP to app/models/investment.rb
Mar 23, 2026
f3f2abf
Update investment.rb
CYBRXT Mar 24, 2026
ef8d800
Fixed RDSP tax treatment (tax-deferred -> tax-advantaged)
CYBRXT Mar 24, 2026
c33d040
Added non-registered account to the list (taxable)
CYBRXT Mar 24, 2026
c7a82d3
Reordering
CYBRXT Mar 24, 2026
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11 changes: 10 additions & 1 deletion app/models/investment.rb
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Expand Up @@ -30,11 +30,20 @@ class Investment < ApplicationRecord
"workplace_pension_uk" => { short: "Pension", long: "Workplace Pension", region: "uk", tax_treatment: :tax_deferred },

# === Canada ===
"rrsp" => { short: "RRSP", long: "Registered Retirement Savings Plan", region: "ca", tax_treatment: :tax_deferred },
"tfsa" => { short: "TFSA", long: "Tax-Free Savings Account", region: "ca", tax_treatment: :tax_exempt },
"rrsp" => { short: "RRSP", long: "Registered Retirement Savings Plan", region: "ca", tax_treatment: :tax_deferred },
"non-registered" => { short: "Non-Registered", long: "Non-Registered Investment Account", region: "ca", tax_treatment: :taxable },
"fhsa" => { short: "FHSA", long: "First Home Savings Account", region: "ca", tax_treatment: :tax_exempt },
"rdsp" => { short: "RDSP", long: "Registered Disability Savings Plan", region: "ca", tax_treatment: :tax_advantaged },
"resp" => { short: "RESP", long: "Registered Education Savings Plan", region: "ca", tax_treatment: :tax_advantaged },
"dpsp" => { short: "DPSP", long: "Deferred Profit Sharing Plan", region: "ca", tax_treatment: :tax_deferred },
"prpp" => { short: "PRPP", long: "Pooled Registered Pension Plan", region: "ca", tax_treatment: :tax_deferred },
"lira" => { short: "LIRA", long: "Locked-In Retirement Account", region: "ca", tax_treatment: :tax_deferred },
"rrif" => { short: "RRIF", long: "Registered Retirement Income Fund", region: "ca", tax_treatment: :tax_deferred },
"lif" => { short: "LIF", long: "Life Income Fund", region: "ca", tax_treatment: :tax_deferred },
"lrif" => { short: "LRIF", long: "Locked-In Retirement Income Fund", region: "ca", tax_treatment: :tax_deferred },
"prif" => { short: "PRIF", long: "Prescribed Registered Retirement Income Fund", region: "ca", tax_treatment: :tax_deferred },
"rlif" => { short: "RLIF", long: "Restricted Life Income Fund", region: "ca", tax_treatment: :tax_deferred },

# === Australia ===
"super" => { short: "Super", long: "Superannuation", region: "au", tax_treatment: :tax_deferred },
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