Sentences with phrase «substantial taxable assets»

While low take - up may have occurred when the total contribution limit was low, my assumption is that few high - savings families will leave substantial taxable assets outside the flexible TFSA when their available TFSA room grows into the 6 digits.

While low take - up may have occurred when the total contribution limit was low, my assumption is that few high - savings families will leave substantial taxable assets outside the flexible TFSA when their available TFSA room grows into the 6 digits.

Not exact matches

Clients with substantial IRA assets would be good candidates, given that their RMDs may represent a noticeable chunk of taxable income.

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

High - return assets that produce a substantial amount of their return through taxable income, on the other hand, should be primarily held in tax - deferred accounts such as IRAs and 401 (k) s.

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.