Professionals · Strategies
Retiring from a practice, not just a job
Your retirement income can come from corporate surplus, registered plans, personal savings and the value of the practice itself. The order you draw from them changes the tax outcome materially.
Building the income plan
- Step 1
Inventory
Corporate assets, registered plans, personal savings and practice value.
- Step 2
Model
Project income, tax and longevity under realistic assumptions.
- Step 3
Sequence
Decide which account funds which years, and why.
- Step 4
Wind-down
Coordinate the practice transition with the income plan.
Model your retirement
We will show you what the practice and the corporation can support.
Information on this page is general in nature. Recommendations depend on your circumstances and may involve coordination with other licensed professionals.