Key Challenges to Retirement Income & Estate Planning

Karen Sands, CA Tax Partner Five Key Challenges to Retirement Income & Estate Planning Thursday, March 17, 2011

Marginal Income Tax Rates * Based on 2010 personal income tax rates in Ontario $17,290 $37,090 $120,000 $13,220 $19,800 $80,000 $6,580 $40,000 Increase in tax Income tax* Taxable income

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Income Splitting ,[object Object]

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Income Splitting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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A dollar is a dollar…or is it? ,[object Object],[object Object],[object Object],[object Object]

Tax free income ,[object Object],[object Object],[object Object],[object Object],[object Object]

Tax preferred Income ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Tax deferred income ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Income Tax on Death ,[object Object],[object Object],[object Object]

Income Tax on Death ,[object Object],[object Object],[object Object],[object Object]

Income Tax on Death – some exceptions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Spousal Trust ,[object Object],[object Object],[object Object],[object Object],[object Object]

Spousal Trust/Testamentary Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Benefit of Marginal Rates - example ,[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],With 36 offices from coast to coast, our audit, tax and advisory professionals make your business our focus. WHY COLLINS BARROW? Karen Sands, CA Tax Partner Collins Barrow SEO LLP [email_address]

Key Challenges to Retirement Income & Estate Planning

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Key Challenges to Retirement Income & Estate Planning

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