Can a Canadian living in the U.S. retire at age 60 with $2 million? In this video, I walk through a hypothetical Canadian-American couple who have accumulated $2 million and are ready to retire at 60. We look at: How…
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Bryan Haggard discusses strategies for Canadians living in the US to confidently spend more in retirement without the fear of running out of money.
Most Canadians living in the United States enter retirement with several different types of accounts, but deciding which account to use first can have a major impact on long-term taxes.
Bryan discussed the new Trump accounts, which are retirement accounts for minors under 18, and explained their features, eligibility, and potential benefits for Canadians in the U.S.
Bryan Haggard, a Certified Financial Planner and Chartered Financial Analyst, presented a comprehensive video discussion on the importance of beneficiary designations for Canadians living in the United States.
Bryan Haggard, a certified financial planner and chartered financial analyst specializing in cross-border retirement planning for Canadians living in the U.S., discussed why many Canadians in the U.S. delay retirement longer than necessary.
Bryan presented a comprehensive discussion on the five most costly RRSP mistakes that Canadians living in the United States commonly make.
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: The Social Security shortfall Potential future benefit reductions Risks for green card holders returning to Canada Spousal and survivor benefit…
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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.
