Our 3-step retirement planning process helps you stop worrying and start building your perfect cross-border retirement
Are you a Canadian living in the U.S.? Your financial situation is more complex than most and deserves expert planning tailored to your unique needs. At RetireMitten Financial, we specialize in helping Canadians navigate cross-border financial planning with confidence and clarity.
Meet our team of experienced cross-border financial planners.
There are two pricing options, depending on your needs. A subscription-based service for those needing comprehensive financial planning. Also, a separate service for those needing both comprehensive financial planning and investment management.
Bryan discussed the retirement tax issue affecting Canadians living in the U.S., explaining how Roth conversions can help mitigate tax problems for those with large IRA, 401K, and RRSP accounts. He outlined the benefits of Roth conversions, including reducing future taxes, lowering required minimum distributions, providing flexibility for surviving spouses, and improving cross-border planning for those moving back to Canada
Could Social Security cuts impact Canadians living in the U.S. more than most people realize? In this video, we discuss: Watch the video here: Need More Help? Are you interested in working with a financial planner specializing in cross-border financial…
Read More Will Social Security Cuts Hurt Canadians Living in the U.S.?
He explained how the foreign tax credit can also apply to state taxes in certain U.S. jurisdictions, using a specific example of helping a client in North Carolina save $6,650 through proper application of this credit.
Bryan Haggard, a certified financial planner and chartered financial analyst, presented a video discussing the optimal strategy for claiming CPP and Social Security benefits for Canadians who have worked in both the U.S. and Canada.
Bryan Haggard, created a video addressing the practical steps Canadians must take when returning to Canada from the United States.
Are you a Canadian living in the U.S.? These are the biggest cross-border tax mistakes I see, and they can cost you thousands. In this video, I break down the most common tax mistakes Canadians make in the United States and how to avoid them.
