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…
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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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Avoid These 5 Costly Cross-Border Financial Mistakes!
Do you know that the failure to file a single tax report can result in $10,000 a year in penalties? This is just one of many mistakes that we see cross-border retirees make, which can lead to financial hardship. In…
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Planning to Move Back To Canada?
Many of our clients tell us how they moved to the States 20 years ago on a "temporary" work assignment. Now, they are planning to move back home, but financially, things have gotten much more complicated. They have retirement accounts…
Free Cross-Border Retirement Checklist
Organize Your Cross-Border Retirement Cross-border planning can be confusing. You have retirement accounts and benefits in two countries, taxes you must plan for in two jurisdictions, and an unpredictable exchange rate. We have created this checklist so that you can…
Do I Need to File a Canadian Tax Return Living in the U.S.?
After living in the U.S. for the past ten, twenty, or thirty years, the last thing you probably want to do is start filing Canadian tax returns again. The good news is that most income sources from Canada do not…
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What Should I Do With My C$350,000 Canadian RRSP in the U.S.?
"My RRSP has been stuck in Canada for over 20 years. What can I do about it?" This is a common question we receive when going through a cross-border retirement plan. In this video, we discuss the best RRSP withdrawal…
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Should a Canadian Green Card Holder Get U.S. Citizenship?
A recent bill proposed in the House would potentially eliminate Social Security benefits for families that leave the U.S. and are not U.S. citizens. This has caused many people to ask if they should get their U.S. citizenship. Today, we…
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Could Canadians Lose Their U.S. Social Security?!
A new Bill (H.R. 1547) proposes eliminating Social Security benefits for non-U.S. citizens. We discuss the ramifications for Canadians who have worked in the U.S., who may be impacted, and potential planning strategies. Watch the video here: https://youtu.be/ERrgwF8bvCQ Need More…