Business Owners - Paying Yourself, Not the Tax Man, in Retirement

posted Nov 28, 2016, 12:38 PM by Janelle deRocquigny   [ updated Nov 28, 2016, 12:39 PM ]

As a business owner you already have retained earnings or assets built up in your corporation. In addition to these assets, you may have registered retirement income funds, tax-free savings accounts, and non registered investments. Although you may feel you have sufficient assets to retire on, you may be very unsure on how to integrate the mix of corporate assets with your personal assets in the most tax effective way in order to fund income. Do you currently have guidance providing a practical year by year plan on how to draw on these assets?

In this session with Thomas Holmes Regional Vice President, Wealth Planning Assante Private Client, a division of CI Private Counsel LP, we discuss the planning opportunities and the importance of effective tax forecasting in determining how to draw on the various buckets of retirement assets to produce retirement income.



If you have any questions about this video or would like to set a complimentary no-obligation meeting with Shaun to discuss this further, please contact Janelle at 204.977.8022 or jderocquigny@assante.com

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