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Prescribed Rate Loan Family Trust – Tax Savings Model
A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.
What’s inside
- ●Compare tax outcomes across interest, dividends, capital gains, and mixed portfolios
- ●See how new AMT rules impact prescribed-rate trust strategies
- ●Calculate estimated annual family tax savings based on your loan amount
- ●Identify when the strategy saves money – and when it can backfire
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