RESEARCH ARTICLES


Sandy McIntyre, Senior VP and Senior Portfolio Manager, Sentry Select
[Oct 21 ’06]

QUOTE:

This deferral of taxes is a very good planning technique to deal with the aging population. You tax the income when you need the tax revenue.

“The point investors should take away here is not that trusts have zero effect on federal government tax revenues, but rather that the problem may not be as severe as it’s sometimes billed.”

And furthermore, on the trust market at the time of policy uncertainty in 2006:

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Posted by Admin on 10/21 at 10:46 AM Market MeasuresTrust Demand & BuyersiTrustInstitute