Alberta couple has $1.5 million in financial assets, but shaky job market could derail retirement plans

  • 📰 nationalpost
  • ⏱ Reading Time:
  • 30 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 15%
  • Publisher: 80%

Business News News

Business Business Latest News,Business Business Headlines

In the present COVID-19 driven crisis, they fear their savings could evaporate through job layoffs or asset loss

In Alberta, a couple we’ll call John, 50, and Jane, 48, have two children in their early 20s. One is an apprentice welder. The other has a disability and is likely to require financial assistance for the rest of his life. . The couple’s current income, $170,000 a year before tax, is precarious. John gets $150,000 in base pay in his management job plus variable, non-guaranteed bonuses that will probably be discontinued. Jane’s income, $20,000 per year, comes from part-time administrative work.

Because they are in different tax brackets, with Jane’s being much lower, the couple can achieve savings if John lends her money to invest. She has to pay him interest at the CRA’s prescribed rate, but that done, her gains would be taxed at her lower rate. They have $181,000 in Tax-Free Savings Accounts to which they add $12,000 per year. In 10 years at the eve of their retirement, assuming three per cent growth after inflation, they would have about $385,000. That sum, still growing at three per cent per year after inflation, would produce $18,330 per year for the following 32 years.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.

What a pity

boo fucking hoo

Bs

😪😪😪😪😪😪😪🥴

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 10. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Tesla's Musk earns $770M in stock options, company confirmsTesla confirmed Thursday that CEO Elon Musk will get the first tranche worth nearly $770 million of a stock-based compensation package triggered by the company meeting several financial metrics. he's a money printer if you've been following the trends If any shareholders of Tesla complains about that, then shame on them for not reading the publicly-available prospectus that would’ve disclosed that specific bonus distribution for meeting targets. Backrupt by the end of 2021
Source: CTVNews - 🏆 1. / 99 Read more »