Bryan explains how cross-border retirees can access their Social Security benefits, emphasizing that these benefits are often the largest monthly pension in retirement. He guides viewers through the process of creating an account on the Social Security website (ssa.gov) to obtain estimates, noting that while paper applications are no longer available, paper statements can be requested online. Bryan also discusses the importance of accurate benefit estimates and provides a sample statement for reference.
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The 4 Biggest Benefits of Roth Conversions Before Moving Back to Canada
If you plan to move back to Canada, you may want to consider Roth conversions early and often before the move. Not only are there potential huge tax savings, but there are also other benefits. In this video, we discuss…
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Debunking 4 Myths About Collecting Canadian OAS in the U.S.
In today's video, we debunk some of the biggest myths regarding Canadian OAS.
5 Things To Do The Year Before Your Cross-Border Retirement
Transitioning into retirement can be stressful. In this video, we discuss five things that you should be doing in the lead-up to your retirement to make the shift as easy as possible. Watch the video here: https://youtu.be/8yMMRGLWeNw Need More Help?…
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Turning on Your Canada Pension (CPP) in the U.S.
For most cross-border retirees, your Canada Pension Plan (CPP) is a big part of your overall retirement plan. However, turning on your CPP can also be confusing and complicated. Today we discuss: - Qualifying for CPP as a U.S. resident…
Create Your Cross-Border Retirement Paycheck
Many of our clients are fantastic savers. However, they feel anxious about taking withdrawals from their accounts in retirement. We discuss how to create a steady cash flow in retirement to help maximize your spending and alleviate concerns about your…
How The New Tax Bill Impacts Canadians in the U.S.
The new tax bill will have significant implications for Canadians residing in the U.S. For most, the new bill will lower tax rates, which is always welcome. However, a provision in the bill might make it nearly impossible to retire…
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Cross Border Planning: Pre-Tax or Roth 401(k)?
Tax planning is the key to living a stress-free cross-border retirement. Often, we focus on tax strategies during retirement. However, many of our clients are still employed, and long-term tax planning while working is just as important. Today, we discuss…
U.S. Taxes Could Double For Canadians
A new provision in the "Big Beautiful Bill" could more than double Canadians' taxation on U.S. investments. In this video, we discuss the changes, who may be impacted, accounts that will be affected, and strategies to minimize the potential new tax.
Cross Border Retiree: How Part Time Work Impacts Social Security
Typically, any work will help increase your U.S. Social Security benefits. However, we have one client who lost almost all of his current Social Security benefits by taking a part-time job in retirement. In this video, we discuss how Social…
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