For more cross-border financial planning tips, please visit our website: www.swanwealth...
Share this video with a friend: • Is Your 401(k) Taxable...
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This video goes over whether your 401(k) is taxable in Canada.
For more information on this topic, refer to our blog:
www.swanwealth...
Nobody wants to get a big tax bill that they weren’t expecting. That’s where proper tax and cross-border financial planning come in. I work with US and Canadian clients every day, and over the years, I’ve seen how much stress the question of taxes can cause dual citizens. I always recommend you also consult with a cross-border accountant.
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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...
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#expats
KEY TOPICS IN THIS VIDEO:
is 401k taxable in Canada, is 401 taxed, what taxes are 401k exempt from, cross-border financial planning, financial advisor, moving from usa to canada, wealth management, financial advisor tips, 401k in canada, moving to canada, american moving to canada, retiring to canada, 401k to canada, 401k canada, cross-border financial advisor
This video has been prepared by and expressed the opinions of John Woodfield and Tiffany Woodfield, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This video is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this video is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund. Raymond James (USA) Ltd. (RJLU), is a member of FINRA/SIPC. RJL and RJLU Financial Advisors may only transact business in provinces and/or states where they are registered.]
4 дек 2023
