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.
Category: Retirement Planning
Canadians in the U.S.: Don’t Name Beneficiaries Until You Understand This
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.
Why Most Canadians in the U.S. Wait Too Long to Retire.
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.
5 Costly RRSP Mistakes Canadians Living in the U.S. Make
Bryan presented a comprehensive discussion on the five most costly RRSP mistakes that Canadians living in the United States commonly make.
Why Many Canadians In The U.S. Should Consider Roth Conversions
Bryan discussed the retirement tax issue affecting Canadians living in the U.S., explaining how Roth conversions can help mitigate tax problems for those with large IRA, 401K, and RRSP accounts. He outlined the benefits of Roth conversions, including reducing future taxes, lowering required minimum distributions, providing flexibility for surviving spouses, and improving cross-border planning for those moving back to Canada
Will Social Security Cuts Hurt Canadians Living in the U.S.?
Could Social Security cuts impact Canadians living in the U.S. more than most people realize? In this video, we discuss: The Social Security shortfall Potential future benefit reductions Risks for green card holders returning to Canada Spousal and survivor benefit…
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The Foreign Tax Credit Loophole That Saved My Client $6,650 (U.S. State Tax Surprise)
He explained how the foreign tax credit can also apply to state taxes in certain U.S. jurisdictions, using a specific example of helping a client in North Carolina save $6,650 through proper application of this credit.
Should You Take CPP or Social Security First? (For Canadians in the U.S.)
Bryan Haggard, a certified financial planner and chartered financial analyst, presented a video discussing the optimal strategy for claiming CPP and Social Security benefits for Canadians who have worked in both the U.S. and Canada.
Moving Back to Canada from the U.S.: Step-by-Step Guide (2026)
Bryan Haggard, created a video addressing the practical steps Canadians must take when returning to Canada from the United States.
6 Tax Mistakes Canadians Make in the U.S. (Avoid These!)
Are you a Canadian living in the U.S.? These are the biggest cross-border tax mistakes I see, and they can cost you thousands. In this video, I break down the most common tax mistakes Canadians make in the United States and how to avoid them.