What’s the most tax-efficient way for Sonali, 70, to draw funds as her husband needs more health care?
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FINANCIAL FACELIFT
What’s the most tax-efficient way for Sonali, 70, to draw funds as her husband needs more health care?
DIANNE MALEY
SPECIAL TO THE GLOBE AND MAIL
PUBLISHED JUNE 19, 2026
UPDATED YESTERDAY
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For more tax-efficient corporate withdrawals, Sonali should work with a professional to make use of her corporation’s capital dividend account, says Shaun Sun, a certified financial planner and portfolio manager at RGF Integrated Wealth Management.
NICK IWANYSHYN/THE GLOBE AND MAIL
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