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In this video, I’m going to cover the main things you need to know if you have a Roth IRA and are moving to
Canada or already living in Canada.
If you haven’t spoken with a cross-border financial advisor, then you might not know some of the common issues that can come up with a Roth IRA in Canada and how to make sure you don’t end up paying extra tax.
Watch the whole video for answers to the most common questions about Roth IRAs in Canada as well as how to do a backdoor Roth.
And if you need help right away, you can download our Financial Planning Guide for U.S. Citizens Living in Canada on our website.
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For more information, read the two blog posts we’ve written on this topic:
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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...
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.]
20 мар 2023
