investment platform
When calculating your taxable income, it is essential to consider various income sources, including rental income, dividends from real estate investment trusts (REITs), and investment income.
When purchasing a life annuity, the insurer assumes full responsibility for paying the annuitant’s income. The annuitant has no control or visibility over how the capital is invested or what returns the insurer earns.
Cashflow and liquidity are also important considerations when setting up an RA, keeping in mind that the funds housed in a retirement annuity may not be accessed before you reach age 55 – subject to a few exceptions. There is,
As robo-advisers grow alongside professional fee-based advisers, it is likely that each will carve out a niche depending on the type of advice that is required by the consumer.
