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…
Read More Social Security at 62, 67, or 70? A Guide for Canadians Living in the U.S
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…
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.
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.…
Read More Retiring in the U.S.? 5 Things Canadians Should Do Before Retirement
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…
Read More Can a Canadian living in the U.S. retire at age 60?
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.
