Planning to retire in Canada after living in the U.S.? Bryan Haggard, CFP®, CFA, explains five financial decisions to review before moving, including exit tax, U.S. investment accounts, withdrawals, selling your home, and coordinating retirement benefits.
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$2 Million Saved: Should Canadians Retire in the U.S. or Move Back to Canada?
You've worked hard, built a successful career in the United States, and accumulated enough savings to enjoy retirement. But as retirement approaches, you may face a difficult question: Should you stay in the United States or move back to Canada? For…
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Social Security at 62, 67, or 70? A Guide for Canadians Living in the U.S
When should you start Social Security? For Canadians living in the United States, the decision involves more than choosing the largest monthly benefit. In this video, Bryan Haggard, CFP®, CFA, compares claiming at 62, 67, and 70. Using a simple…
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Social Security Spousal Benefits for Canadians
Can Canadians Collect U.S. Social Security Spousal Benefits? U.S. Spousal Social Security Benefits for Canadians: Eligibility, Filing Options, and the Cost of Waiting For Canadians living in the United States, choosing when to claim Social Security involves understanding how each…
CPP at 60, 65, or 70 for Canadians Living in the U.S.
Should a Canadian living in the U.S. take CPP at 60, 65, or 70? Learn about CPP reductions, delayed benefits, breakeven ages, and how CPP works with U.S. Social Security.
Retiring in the U.S.? 5 Things Canadians Should Do Before Retirement
If you’re a Canadian living in the United States and planning to retire within the next 12 months, there are several important decisions worth making before you leave work. Cross-border retirement planning can be more complicated than a typical U.S.…
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Can a Canadian living in the U.S. retire at age 60?
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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Canadians in the U.S.: How to Spend More in Retirement Without Running Out of Money
Bryan Haggard discusses strategies for Canadians living in the US to confidently spend more in retirement without the fear of running out of money.
Canadians in the U.S.: Which Retirement Account Should You Withdraw From First?
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.
Trump Accounts for Canadians Living in the U.S.
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.