For more cross-border financial planning tips, please visit our website: www.swanwealth...
Get the free Cross-Border Printable E-Book: bit.ly/3eckrWu
Share this video with a friend: • Cross-Border Financial...
This is the last video in our 12-part series on cross-border financial planning.
If you’ve missed any of the videos, you can watch them all HERE on the RU-vid playlist.
This week we cover three essential topics that specifically apply to anyone who hasn’t moved from Canada to the US but is planning on doing so.
One main concern many of our clients have is that they want to keep their investments tax-deferred. You don’t want to move to Canada and have a surprise tax hit. But you also don’t want to get into trouble with the IRS.
When you’re planning the exciting aspects of your next adventure, the looming issues of getting your cross-border finances in order can sometimes cast a shadow.
But we think that your finances should actually be the easiest part of your move.
So watch this week’s video to find out how you can minimize your tax burden and also stay onside with the IRS when moving your investments to Canada.
Table of Contents:
00:00 Intro
00:30 Retirement Savings and 401(k)
00:49 Health Care
01:11 Pensions
01:33 401(k) to IRA
01:45 Get the Guide
_________________________________
_________________________________
Want to get clear on how to manage your 401k in Canada?
Read our guide: www.swanwealth...
Retiring from the US to Canada?
Read our guide: www.swanwealth...
Learn everything you need to know about RRSPs here:
www.swanwealth...
Planning a cross-border move from the US to Canada (or vice versa)?
Get free tips you won't find anywhere else: www.swanwealth...
_________________________________
_________________________________
#retiretocanada #financialplanning
KEY TOPICS IN THIS VIDEO:
retirement, 401k, retirement planning, 401(k), personal finance, investing, 401k investing, ira, financial planning, IRS, retirement, ira, investing, American in Canada, expat, individual retirement account, personal finance, 401k when leaving us, retirement savings, 401k for expats, CFP, retirement planning, cross-border financial planning, cross-border financial planning,financial advisor, CFP, wealth management,retirement planning, moving from USA to Canada, cross-border investing
15 авг 2024
