- March 19, 2020
- Moakler Wealth Management
Doctors: Like investing in real estate? Here’s a very simple – and powerful – strategy.
John Moakler, BMath, CFP, CLU President and Senior Executive Financial Planner Moakler Wealth Management Like investing in real estate? Many of my dentist and doctor clients do, and I can help them with a very attractive strategy: the Immediate Financing Arrangement, or IFA. What we do is design a permanent whole life insurance policy that…
- February 28, 2020
- John Moakler
Doctors, can you earn tax-free income in retirement? Yes.
By John J. Moakler Jr. BMath, CFP, CLU, CSC President and Senior Executive Financial Planner Moakler Wealth Management Inc. — Doctors, in retirement, there are three portions to your paycheque: 1.The taxable portion: if you are still working at least part-time in retirement. 2.The tax-preferred portion: if you are incorporated, and still working –…