Roberts Nash Advisory Group

Last Call For Tax Savings

Part of our wealth management practice involves understand how best to shelter, protect and transfer wealth.  Not only do we rely on market instruments to help us with this, we also look to the insurance world to help do so.

Over the last year there has been heightened interest. Rules are changing at the end of this year. These insurance tools will still be very effective, just less attractive in their use for sheltering savings from taxes or generating tax efficient income.

We have worked with many of our clients recently to ensure that these advantages have been fully reviewed. There is still time to see if insurance strategies would work for your personal situation.  After all, everyone’s wealth experience is unique and not every product is right for every person.

Articles:

Changes to Exempt Test Rules Explained

Why Life Insurance may be your new best Financial Friend

** I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial **

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