rel="nofollow" href="#ulink_4c8a6552-28a4-5ff8-ad79-24376293a3cf">Trust Concepts
Inter Vivos Trusts
Discretionary Investment Trust for Grandchildren
Bearer Trusts
Inter Vivos Cottage Trust
Testamentary Trusts
Spousal Trust
13 Chapter 9: Alternative Investment Strategies Capital Gains Strip Individual Pension Plans (IPP and PPP) Retirement Compensation Arrangements Investing in Watches: Can I Buy My Rolex through the Corporation? Art: Can I Buy My Pablo Picasso Painting through the Corporation? Private Health Services Plans Health Spending Accounts Notes
14 Chapter 10: Pulling It All Together: Your Financial Plan The Value of a Financial Plan Plan Analysis Synopsis Private Corporation Synopsis Net Worth Statement Net Worth Timeline Net Worth Outlook Cash Flow Outlook Retirement Cash Flow Timeline Retirement Need and Investable Assets Detailed Estate Analysis
15 Utilizing Tax-Efficient Strategies Recommendations Cash Flow Outlook Net Worth Timeline Net Worth Outlook Retirement Cash Flow Timeline Retirement Need and Investable Assets Detailed Estate Analysis
16 Closing Thoughts: Your Next Steps
17 Index
List of Tables
1 Chapter 2Table 2.1 Ontario Scenario 1: Corporation's Income $500,000, $150,000 Salary,...Table 2.2 Ontario Scenario 2: Corporation's Income $500,000, $67,037 Dividend...Table 2.3 Ontario Scenario 1: Corporation's Income $500,000, $150,000 ...Table 2.4 Ontario Scenario 2: Corporation's Income $500,000, $105,800 Dividen...Table 2.5 Combined 2020 Federal and Provincial Tax Rates in Ontario
2 Chapter 4Table 4.1 My Real-World Example: Projected Death BenefitTable 4.2 My Real-World Example: Projected Death Benefit with Dividend Paymen...Table 4.3 My Real-World Example: Rate of Return on Cash Surrender ValueTable 4.4 My Real-World Example: Rate of Return on Estate Value
3 Chapter 5Table 5.1 Cash Value and Death Benefit
4 Chapter 6Table 6.1 How Leverage Impacts Effective ReturnsTable 6.2 Enhancing Returns in the Corporation with Leverage: Two ScenariosTable 6.3 How Do Leveraged ETFs Work?
5 Chapter 7Table 7.1 The Impact of FeesTable 7.2 SPIVA: Percentage of Funds Underperforming the IndexTable 7.3 SPIVA: Equal-Weighted Fund ReturnsTable 7.4 SPIVA: Asset-Weighted Fund Returns
6 Chapter 8Table 8.1 Estate Trust Tax Savings: The first three yearsTable 8.2 Estate Trust Tax Savings: After three years
7 Chapter 9Table 9.1 Tax-Advantaged Contributions: IPP versus RRSPTable 9.2 Countries with Tax Treaties with CanadaTable 9.3 Is Your Watch a Good Investment?
8 Chapter 10Table 10.1 How Many Years Will the Money Last?Table 10.2 How Much Do I Need for a 30-Year Retirement?
List of Illustrations
1 Chapter 2Figure 2.1 After-Tax Investment Income: RRSP versus Corporate Investing
Guide
1 Cover
2 Table of Contents
Pages
1 iii
2 iv
3 v
4 xvii
5 xviii
6
