Director & Shareholder Retirement Plan
Because the future will one day be the present, it is important to properly plan your pension. Research shows that the director or major shareholder (DGA) usually arrange their own retirement plan by consulting with their accountant and will also leave it at that, believing that they will be completely covered. A retirement plan is a dynamic product with many aspects that require attention from different perspectives.
A tax lawyer, auditor, insurance consultant and retirement adviser are other advisers that play important roles in preparing a retirement plan for the director or major shareholder.