A second Trump term may mean significant changes for cross-border retirees. In this video, we discuss: - Planning for lower taxes - Potential increase in retiree health insurance - How Trump's policies may impact your investments - Are you planning…
Category: Retirement Planning
Cross Border Retiree: How Much Will You Collect in U.S. Social Security?
U.S. Social Security will be one of the largest sources of retirement income for most cross-border retirees. It is also one of the most confusing. We clear up the confusion in this video. We discuss: - Qualifying for U.S. Social…
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Simplify Your Cross-Border Retirement
Planning for your cross-border retirement can be highly complex. We help simplify it and give you the confidence to live a comfortable retirement. We help: Coordinate your U.S. Social Security, Canada Pension, and Old Age Security benefits Develop a cash…
Missing These Cross-Border Tax Forms Could Cost You Thousands!
As a cross-border financial planner, we review all of our clients' tax returns. Unfortunately, this means catching many mistakes that can be very costly. If you have Canadian accounts, failing to report these on your taxes can cost you up…
Read More Missing These Cross-Border Tax Forms Could Cost You Thousands!
Will WEP Finally Be Eliminated For Canadians?
A new petition in Congress could mean hundreds of extra dollars per month for families that have lived and worked in the U.S. and Canada. The Social Security Fairness Act, a petition introduced in early 2023, is finally gaining momentum.…
Is This The Best Medicare Plan For Canadians in the U.S.?
Dealing with health insurance in retirement is one of the trickiest planning areas our clients navigate. This video discusses Medicare and the best options for Cross-Border retirees in the U.S. In this video, we discuss: - The basics of Medicare…
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Cross-Border Account Withdrawal Stategy
One of the most challenging parts of cross-border planning is organizing your accounts. You have RRSPs and LIRAs in Canada. 401ks, IRAs, Roth IRAs, 403bs, and taxable brokerage accounts down here in the States, not to mention checking accounts in…
U.S. Spousal Social Security For Canadians
Did you know that you may be eligible to collect a Spousal Social Security benefit even if you have never worked or lived in the U.S.? Imagine never living in the United States but still collecting $1,400 monthly from Social…
Maximize Your Social Security When You Have a Canada Pension (CPP)
You are preparing for retirement, but a month before your Social Security begins, you discover your benefit will be reduced by hundreds of dollars per month because of your CPP. In this video, we discuss: - Qualifying for U.S. Social…
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We Helped Save a Client $1,012,000 in Exit Taxes!
Are you planning on moving back to Canada from the U.S.? If so, you want to be aware of potential exit tax ramifications. This video details how we saved a client over $1,000,000 in potential exit taxes. We discuss: -…