The split interest income trust (a version of pooled income fund) provides for the creation of a charitable trust that provides an income tax deduction. When funded, it provides income to you for ...

Dave Ramsey has made a living dishing out advice on personal finance since the late 80s, but just how much has he managed to put away for himself in the process? Here’s what the pop-finance ...

SIR Royalty Income Fund (TSX: SRV.UN) (the "Fund") today reported its financial results for the fourth quarter ("Q4 2024") and year ended December 31, 2024 ("2024").

A newer addition to the pooled fund space is Longevity Pension Fund, the first “income-for-life” mutual fund launched by Purpose Investments Inc. in 2021. It incorporates longevity risk pooling and ...