Last night, the Senate voted to repeal the Windfall Elimination Provision (WEP). This may mean hundreds of dollars more in monthly social security benefits for families that also have a Canada Pension. In this video, we discuss: - The Social…
Category: Retirement Planning
Why You Should Move Your Money From Canada (Even At This Exchange Rate)
Why would I ever move my money from Canada to the U.S. at this exchange rate?! We often hear that when the exchange rate is as bad as today. However, you may be better off moving the money now than…
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Receiving a Canadian Inheritance as a U.S. Resident
Cross-border estate planning can be very confusing. Today, we try to clarify some of the uncertainty of receiving an inheritance from a Canadian here in the States. We will discuss: - Taxation of the inheritance in Canada - Taxation here…
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Cross-Border Planning For a Second Trump Term
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…
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…
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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…