I have had some business owners in the past tell me that they didn’t need a HSA plan as their accountant had been writing-off all their medical receipts. Upon further inquiry it was found that medical receipts were gathered for their personal tax return and not their corporate return.
Payout annuities can be an integral part of a retirement investment plan as it pertains to providing the guaranteed necessary income to cover your fixed expenses in retirement. Payout annuities have increasingly become popular in the past few years because of their easy, low-risk and conservative approach to financial planning for […]
1. What do segregated funds and mutual funds have in common? Handled by professionals – Segregated funds, like mutual funds, are handled by expert money managers. These are people with the necessary skills and experience in handling money. They’re also able to explain the details of this type of investment to you.