Category: Planning

Thinking of Investing? Should you Invest Personally or in Your Corporation?

Your Chief Financial Officer, Roxanne Arnal, Certified Financial Planner (c) and Optometrist, provides tips to answer this question with an illustrative example of a solo owner of a Professional Corporation with $155,000 of taxable employment income. While there is not a quick and definitive answer, understanding the basic differences between personal and corporate investing will lead you to the right answer.

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