She Took Money Out of Her Business Tax-Free | Ep 166

This is just a real client story of how we moved money properly.She had money sitting in her corporation, and instead of just pulling it out and creating more tax, we looked at what was already there.There was a shareholder loan balance.So she was able to take that money out without creating additional tax because it was already hers.From there, we moved it into her TFSA and put it into private lending earning around 7%.And now that money is just growing tax-free.This episode isn’t a breakdown or teaching.It’s just walking you through what this actually looked like in real life, and how small decisions like this can make a big difference over time.Connect with Cindy:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book Recommendations⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠ ⁠Book your profit strategy call⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠ ⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠