Sentences with phrase «with substantial tax benefits»

The federal government offers accounts with substantial tax benefits that are designed to help you save for retirement, including IRAs.

For most Canadians, ownership of a family home provides a substantial inflation hedge, and it also comes with substantial tax benefits.

Not exact matches

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

All accounts come with tax loss harvesting, and for those with portfolios over $ 100,000, Wealthfront's Direct Indexing can offer substantial additional tax deferral benefits.

The amount of the WEP benefit reduction depends on the year you turn 62 (eligibility year) and the number of years in which you had «substantial earnings» and paid into Social Security, with the maximum reduction potentially applying for those who paid Social Security taxes for 20 years or less (see table).

Out - of - control policy loans can erode a life insurance policy over time, eventually draining the death benefit — and saddling you with a substantial tax bill.

Consequently, our ability to use the tax benefits associated with our substantial NOLs will depend significantly on our success in identifying suitable acquisition candidates, and once identified, successfully consummating an acquisition of these candidates.

In fact, the reality that the only way to use a life insurance policy's cash value to repay a loan tax - free is via the death benefit leads to a number of «rescue» strategies for life insurance policies with substantial loans, specifically to help ensure that the policy remains in place until the death of the insured.

Survivorship policies can offer substantial tax benefits for those with large estates, but the tax laws are complicated when setting up estates, so consult a professional who specializes in estate planning before deciding to purchase a survivorship policy.

Out - of - control policy loans can erode a life insurance policy over time, eventually draining the death benefit — and saddling you with a substantial tax bill.

I guess CREA, OREA (Ontario) and the other provincial associations have to show their tax - paying members that they are doing something substantial with their tax dollars in pursuit of dredging up business for the field workers... so that they can keep on paying those dues dollars for those salaries, benefits and perks etc....