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Mark Williams

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living annuity

Living Annuity and Death

Living Annuity and Death

Never a topic we like to discuss but dying with a living annuity has some important planning considerations, which I will briefly cover in this week’s article. Living annuity contracts allow the retiree to bypass his / her estate on

mw@dmin November 14, 2019November 14, 2019 Retirement Read more

A more sustainable provision for retirement

A more sustainable provision for retirement

Living Annuities are currently under the spotlight and likely to be blamed for poor retirement outcomes.  However, this is like blaming traffic fatalities on the invention of the motor vehicle. Taking a step back living annuities have all but replaced

mw@dmin June 8, 2018June 8, 2018 Investment Strategies, Retirement Read more

Avoid Tax Legally

Avoid Tax Legally

The current rules governing the taxation of retirement funds provides for a legal tax avoidance scheme for the very wealthy to consider.  This is why: Retirement funds pay no tax; that is no income, capital gain or dividend tax Non-tax

mw@dmin July 10, 2014October 27, 2016 Retirement, Tax Read more

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