Tag #Estate Planning

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theglobeandmail.com

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Nov 14, 13:06

Estate Tax Planning, Generational Finance, and Retirement Strategies

An 81-year-old widow seeks advice on minimizing estate taxes by adjusting her RRIF withdrawals; other articles discuss generational financial burdens, life expectancy gaps, charitable giving strategies, and challenges in decumulation product modeling.

Estate Tax Planning, Generational Finance, and Retirement Strategies

An 81-year-old widow seeks advice on minimizing estate taxes by adjusting her RRIF withdrawals; other articles discuss generational financial burdens, life expectancy gaps, charitable giving strategies, and challenges in decumulation product modeling.

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What are some underutilized and tax-effective ways for wealthy clients to donate to charity?

Wealthy clients can utilize tax-efficient charitable giving strategies such as registered accounts, life insurance policies, and donor-advised funds, thereby minimizing their tax burden while supporting worthy causes.

sueddeutsche.de

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Nov 7, 04:06

Seven Ways to Use Your Life Insurance Payout

This article explores seven options for utilizing life insurance payouts, including debt reduction, creating an emergency fund, and investing in various instruments to supplement retirement income.

Seven Ways to Use Your Life Insurance Payout

This article explores seven options for utilizing life insurance payouts, including debt reduction, creating an emergency fund, and investing in various instruments to supplement retirement income.

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What is the option to supplement monthly income?

To supplement monthly income, consider investing the payout in a bank payout plan which offers a fixed monthly amount while the remaining capital earns interest.

Showing 49 to 50 of 50 results