Talking tax savings: Have you considered a prescribed rate loan strategy?

June 04, 2020 | Wealth Management Services


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Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

Talking tax savings: Have you considered a prescribed rate loan strategy?

In this webinar, members of RBC Wealth Management Services, Allison Marshall, CPA, CA, Vice President, HNW Planning Services and Financial Advisory Support, and Prashant Patel, ASA, CFP, TEP, Vice President, Business Owner Specialist, HNW Planning Services, discuss a variety of aspects and details related to prescribed rate loan planning, and why, for some, now may be a good time to consider the possible benefits of this strategy.

 

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Tax