Viewpoints about Annuities

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Considering Insurance Trusts¹ and the annuity settlement option

Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management

September 10, 2020

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September 10, 2020

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management
Protecting your nest egg after you’re gone — Annuity Settlement Option

Spacing out an inheritance: The Annuity Settlement Option

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management

August 26, 2020

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August 26, 2020

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management
Tax return checklist

A checklist to help you prepare your personal tax return

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management

February 6, 2020

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February 6, 2020

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management
Prescribed annuities issued after 2016: Impact of the legislation

Changes made to the taxation of prescribed annuity contracts (PACs) impacts the proportion of the annuity payment that will be taxable income.

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management

November 4, 2019

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November 4, 2019

Tax, Retirement & Estate Planning Services Team, Manulife Investment Management

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