Have you lived and worked in the U.S. and Canada and are now approaching retirement? In this video, we review a situation in which a couple has lived and worked in both Canada and the U.S. for 20 years and…
Read More Cross-Border Retiree: Can I retire with a C$300k RRSP and a $700k 401(k)?
Are you looking to move money from Canada to the U.S. but don't want to lose thousands in exchange rate and bank fees? This video discusses different strategies for moving money from Canada to the U.S. We discuss: Reporting requirements…
Read More The Best (And Cheapest!) Way to Move Money From Canada to the U.S.
"Bryan, if I knew I was going to have this much in retirement income, I would have retired years ago!" was an exact quote that I got from a new client a few weeks ago. We reviewed his retirement income…
Read More How Much You May Collect From Canada Pension, OAS, and U.S. Social Security
About a year ago, I received a call from someone who had found my website. He was in a panic because he had just moved back to Canada and was now receiving a $60,000 tax bill from the U.S. Ken…
A couple of years back I was presenting a Cross-Border webinar in which I discussed the Canadian Old Age Security (OAS) benefit. A few minutes after the webinar, a lady called me in a panic. She was 70 years old, recently retired, and…
In this video, we discuss the following: - CPP basics for U.S. residents - The Windfall Elimination Provision (WEP) reduction - Strategies for maximizing your CPP and Social Security
RRSP and LIRA Withdrawal Strategies for U.S. Residents
As you probably know, the stock market is experiencing the first bear market (20% correction in the S&P 500) since 2009. Although we have had a historic stock market run over the past 10 years, it doesn’t make these drops…
“Can you guarantee an 8% rate of return like the annuity salesman?” I have had a variation of this question a hundred times in my planning career. The minute I get the question my blood starts to boil, hairs raise…
Read More The Misleading “Guaranteed Rate of Return” on an Annuity
I’ve been working with a family for years and finally this year they have decided to pull the trigger and retire. Both will retire now that they are 65, and we spent a lot of time discussing healthcare, and specifically…
Read More The Medicare Mistake That Could Cost You Thousands
