Corporate and Rental Fee-For-Service Retirement Plans
Planning for retirement with a corporation or rental property can feel complex. Our Fee-For-Service Retirement Plan for corporations and rentals brings everything together so you can feel confident that your retirement income, investments, and properties are working together.
View Plan OptionsWhat Does the Plan Include?
Ā
Corporate and Rental Retirement Plans include all of the features of the Household Retirement Plan plus:
- Corporate tax and income planning
- Capital Dividend Account planning
- Tax-efficient corporate asset withdrawals
- Rental property cashflow and sale planning
- Strategies around major events (ex. real estate sales, business sales, inheritance)
NEXT STEPS: HOW MANY COMBINED RENTAL PROPERTIES AND/OR CORPORATIONS DO YOU HAVE?
Option #1
I have two or less corporations and/or rentals.
*For simpler corporate or rental situations, you can move ahead with purchasing your plan below.
Option #2
I haveĀ three or more corporations and/or rentals.Ā
*Due to potential complexities please schedule a quick call to discuss your specific situation.
