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?…
Read More 5 Things To Do The Year Before Your Cross-Border Retirement
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…
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…
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…
Read More How The New Tax Bill Impacts Canadians in the U.S.
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…
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.
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…
Read More Cross Border Retiree: How Part Time Work Impacts Social Security
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…
Read More Avoid These 5 Costly Cross-Border Financial Mistakes!
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…
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…
