Tax, Retirement and Estate Planning
Looking for more information on various Tax, Retirement and Estate Planning topics? Select one of the categories below and consult one of the many articles made available for you.
Topics
- Shared Ownership Worksheet
- Business-Corporate Life Insurance Needs Analysis
- Business Asset Liquidation Values
- Business Self Assessment
Key Person
Buy Sell
- Should we have a business Buy-Sell agreement?
- Considerations for binding Buy-Sell agreements in family transfer on death
- Funding Criss-Cross Buy-Sell with Life Insurance
- Funding Hybrid Buy-Sell with Life Insurance
- Funding Promissory Note Buy-Sell with Life Insurance
- Funding Share Redemption Buy-Sell with Life Insurance
- Tax-Efficient Business Buy-Sell Agreements
- Business Wind-Up, Buy-Sell - What if you wake up tomorrow and your partner has died? What will happen to your business?
- Business Wind-Up, Buy-Sell - Structuring and Funding Your Business Succession Plan
- Business Wind-Up, Buy-Sell - If a Shareholder was to die tomorrow, will your company be prepared to handle the situation?
- Should your buy/sell agreement be funded with life insurance?
Wealth Transfer
- Ageless Investing with Empire Life Guaranteed Investment Funds 75/100
- Incorporating Inflation into Financial Planning
- Guardianship for Minor Children
- Immediate Financing Arrangement
- Intergenerational Wealth Transfers
- The Family Cottage: 50+ Questions to Ask
Trust, Wills, and Power of Attorneys
Immediate Financing Arrangement
Collateral Loans
Retirement Planning
Sequence of Return Risk
- Order to Disorder series 1 of 7: The Risk of Longevity
- Order to Disorder series 2 of 7: Rate of Return and Impact on Accumulation vs. Withdrawal Periods
- Order to Disorder series 3 of 7: When did you get on the rate of return cycle
- Order to Disorder series 4 of 7: What is a Guaranteed Withdrawal Minimum Benefit (GMWB)?
- Order to Disorder series 5 of 7: Investor behaviour
- Order to Disorder series 6 of 7: Calculating guaranteed retirement income
- Order to Disorder series 7 of 7: Many Protective Features, Benefits & Advantages
