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Nov
12
Tax Managed Investing – Strategy #13 Alter Ego Trusts: the answer to probate fees? Alter ego and joint partner trusts have been gaining in popularity as a way to avoid probate, but are there alternatives? This strategy looks at alternatives to Alter Ego trusts and the advantages of and disadvantages to both. Read More
Nov
6
Tax Managed Investing – Strategy #12 Individual Pension Plans – and the family business Because of increases to pension limits and the ability to include an Individual Pension Plan (IPP) in a succession plan, IPPs have become the RRSP alternative for many business owners. Read More. IPPs at a glance
Nov
6
Tax Managed Investing – Strategy #11 Put your retained earnings to work Many business owners have built up significant retained earnings in their corporation and are looking for ways to pull that money out. Well, there’s a simple strategy available that moves retained earnings out of the company and puts them to work generating investment […]