The Spousal Loan

A Spousal loan is a financial tool used to shelter income from tax by transferring income from a high tax bracket to a low tax bracket through a loan.

The benefits of using a spousal loan are:

• They shelter income from tax
• They can generate investment income to the couple
• They are relatively simple to set up

To receive additional information for how a Spousal Loan can fit into your overall financial plan, please contact us.