Planning to retire in Canada after living in the U.S.? Bryan Haggard, CFP®, CFA, explains five financial decisions to review before moving, including exit tax, U.S. investment accounts, withdrawals, selling your home, and coordinating retirement benefits.
Tag: Canada-U.S. Retirement Planning
Social Security at 62, 67, or 70? A Guide for Canadians Living in the U.S
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…
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Can a Canadian living in the U.S. retire at age 60?
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…
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Canadians in the U.S.: How to Spend More in Retirement Without Running Out of Money
Bryan Haggard discusses strategies for Canadians living in the US to confidently spend more in retirement without the fear of running out of money.
Canadians in the U.S.: Which Retirement Account Should You Withdraw From First?
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.
Trump Accounts for Canadians Living in the U.S.
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.
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.
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.