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…
Read More Social Security at 62, 67, or 70? A Guide for Canadians Living in the U.S
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…
Read More Can a Canadian living in the U.S. retire at age 60?
Mike and Sandy have lived and worked in the U.S. and Canada for 20 years. They were shocked to learn just how much they would receive from U.S. Social Security, the Canada Pension Plan (CPP), and Old Age Security (OAS).…
Read More How Much Will I Collect in Social Security, CPP, and OAS in 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…
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.
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!
President Biden has signed off on the Social Security Fairness Act, which eliminates WEP and GPO. Eliminating WEP may mean hundreds of extra dollars per month in Social Security benefits for families that have lived and worked in the U.S.…
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…
Read More Cross Border Retiree: How Much Will You Collect in U.S. Social Security?
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!
This video discusses the U.S. states with the highest and lowest taxes on your Canadian benefits and account withdrawals. We talk about: The tax treatment of your CPP and OAS The states that will tax your CPP and OAS State…
