• Episode 13 - Retirement Annuities or Trust Structures? Making Informed Choices for Your Legacy

  • Mar 5 2024
  • Length: 27 mins
  • Podcast

Episode 13 - Retirement Annuities or Trust Structures? Making Informed Choices for Your Legacy

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  • Summary

  • In this episode of Beyond Succession, we delve into the world of retirement annuities (RAs) as alternatives to traditional trust structures. While trusts have long been favoured for wealth transfer and asset protection, an increasing number of individuals are turning to retirement annuities for their unique benefits and flexibility.

    The discussion highlights the similarities between RAs and trusts, showcasing where these two vehicles intersect and where they diverge.


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