With so much capital changing hands through estate transfers in the next few years, the potential for confusion and contention is high. A new whitepaper from Foresters Financial serves as a reminder that there are other alternatives to traditional estate planning.
For the last decade, equities (repackaged and otherwise) have reigned supreme. But in a market where everything might soon start to break, investors have to be more nimble.
Foresters is combining its 150 year history with one of the newest investment platforms on the market to reach a whole new audience for its Education Bond offering.
Foresters is addressing the gap in responsible fixed income investment by offering a sustainability overlay across its funeral, investment and education bond products.
With the right application, education bonds can provide a long term savings plan for a child or grandchild’s education that is both flexible and tax-savvy.
There may be some caveats, but investment bonds can serve as a tax efficient investment vehicle. This is especially so when planning for life events like schooling, inheritances or property purchases.
For the right investor, investment bonds can provide a seriously beneficial after-tax return according to Foresters Financial chief executive Emma Sakellaris.
