Tag Archives: holding companies

Which investments to draw down first in Decumulation phase?

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Jason Heath
By Jonathan Chevreau

Good piece by fee-for-service planner Jason Heath on the MoneySense website today.  At age 66, “Bob” has reached retirement and has savings in an RRSP and TFSA, as well as a holding company. He normally takes dividends from the holding company, which makes this a bit more complex drawdown problem than normal salaried employees. Heath says the corporation adds flexibility, which I’d agree with. Continue Reading…