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?
Bryan Haggard discusses strategies for Canadians living in the US to confidently spend more in retirement without the fear of running out of money.
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.
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.
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.
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.
Bryan presented a comprehensive discussion on the five most costly RRSP mistakes that Canadians living in the United States commonly make.
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.
In this video, cross-border financial planner Bryan Haggard, CFP®, CFA, explains how CPP and Social Security interact for Canadians living in the United States. We’ll cover eligibility rules, the U.S.–Canada Totalization Agreement, and whether Canadians can collect benefits from both systems in retirement.
Bryan discussed the complexities of retirement planning for Canadians living in the U.S., highlighting six common mistakes that can lead to significant financial losses. He emphasized the importance of coordinating Social Security and Canada Pension Plan benefits, understanding OAS eligibility and benefits, and developing a strategic RRSP withdrawal plan to avoid unnecessary taxes.
