Tax-efficiency with non-registered money
You pay enough tax already, so if you plan to invest extra personal or corporate money that you won't need during retirement, MD Life Plan is designed to help you shelter those investments from tax.
Money invested in an MD Life Plan policy can grow free of taxation on annual investment income during your lifetime and then be passed to your beneficiaries on a tax-free basis after you pass away (in the case of a policy owned by a professional corporation, the death benefit can be paid to your corporation on a tax-free basis).
Click here to listen to our webcast on building tax-advantaged assets with your surplus savings. Then take a look at your last tax return - how much money could you have saved by integrating this tax-efficient strategy into your wealth management plan?
Call your MD advisor today so we can help you join thousands of your physician colleagues who are reducing their tax bill by taking advantage of the benefits of MD Life Plan.
