What Should You Do with the Money Inside Your Holding Corp in Retirement?

We often hear from successful business owners who’ve sold their companies and are now wondering what to do with the millions sitting inside their holding corporations. Should they wind it down quickly to avoid future tax headaches, or take a more strategic, long-term approach?In this episode, we dive into the key considerations for retired or soon-to-retire business owners with substantial assets in their HoldCos. You’ll learn:Why taking all the money out at once is usually not the best moveHow to draw strategically from multiple income sources like RRSPs, TFSAs, trusts, and holding corpsWhat to do if your HoldCo holds real estate, and how a family trust might helpHow we help minimize lifetime and estate taxes while maximizing incomeIf you’ve sold your business or are planning to in the next 5–10 years, this episode will give you clarity on how to plan wisely for the future.To learn more or connect with our team, visit Three60wealth.ca.#EstatePlanning #HoldCoStrategy #BusinessExit #WealthPlanning #FamilyOfficeCanada #RetiredEntrepreneur #TaxPlanning #CanadianBusinessOwner #Three60Wealth