Financial Advisor
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
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
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