Câu 32: AFP: Applied Financial Planning
Leena and Harry are married and hold RRSPs with a value exceeding $500,000. They are concerned about their final tax liability and want to cover the taxes after they have both died. What would their financial planner recommend them to implement in order for the couple to achieve the objective?
Nội dung câu hỏi
Leena and Harry are married and hold RRSPs with a value exceeding $500,000. They are concerned about their final tax liability and want to cover the taxes after they have both died. What would their financial planner recommend them to implement in order for the couple to achieve the objective?
Các lựa chọn
Đáp án được giữ gọn theo nhãn A, B, C, D trong phần bình chọn tương tác.
- A. Purchase a joint last-to-die permanent life insurance policy. — đáp án hiện tại
- B. Set up a testamentary trust through their wills.
- C. Update the beneficiary of the RRSP plans to each other.
- D. Transfer the funds into an inter vivos trust.
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