You should also consider your liability for estate taxes or to
find other investment vehicles to supplement your 401 (k).
Not exact matches
Ultimately, Government of Canada marketable securities are mostly held by Canadians, and can be
found in retail and institutional
investment portfolios, insurance and pension funds, as well as a variety of
other investment vehicles.
Previous research from Strategic Insight shows ETFs hold only a small fraction of defined contribution (DC) retirement plan assets, but the ETF
vehicle has finally
found a point of entry into the DC market as an underlying
investment within
other vehicles, such as target - date mutual funds (TDFs).
You'll have to
find other savings and
investment vehicles for your overflow, whether that be a CD ladder or a brokerage account or continuing to use your Roth IRA until you reach the income limit.
And while it may be a good idea for some to buy cheap term life insurance, whole life insurance is an awesome way to diversify and provide some fantastic guarantees not
found with
other investment vehicles.
In
other cases you will
find a group of brokers who have entered into the business of owning a real estate company as a
vehicle to assist them with real estate development and
investment.