In this 45-min webinar, we guided you through the process of adding a corporation to your projections.
We reviewed a basic scenario for a couple close to retirement with a simple schedule of eligible and non-eligible dividend payments.
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We discussed how you can upgrade your plan to Advisor Business to access our Corporate Planning module.
We reviewed in detail a more complex scenario for a sample couple in their 40s with a shared small business.
We addressed a common client’s question: How long will our corporate assets last in retirement, and will it be enough?
While doing so, we discussed the following:
1. how to add a corporation to the projections with corporate capital and real assets
2. how to set-up salary, expenses, and savings within the corporation
3. how to declare eligible, non-eligible, and capital dividends
4. certain considerations to keep in mind when taking the funds out of the corporation