For more cross-border financial planning tips, please visit our website: www.swanwealth...
Share this video with a friend: • US Citizen Living in C...
Nobody likes a surprise tax hit.
But that’s what can happen if you’re a US Citizen living in Canada and you don’t know the pitfalls of standard investment tools.
Many of our cross-border clients find us through referrals from our network of accountants. They come to us wishing they’d had the facts earlier. It’s easy to inadvertently create a tax issue by investing in Canadian investment products if you don’t know the pitfalls.
We want to make sure that doesn’t happen to you.
This latest cross-border video covers the top 3 things US Citizens and long-term green-card holders need to know when living in Canada.
These tips can help you save frustration and time.
If you would like help creating a financial plan that helps you avoid common cross-border pitfalls, please do get in touch. We would love to hear from you.
www.swanwealth...
Table of Contents:
00:00 Intro
00:35 Investing
00:40 401(k)
01:00 FBAR Penalties
01:20 Build Your Team
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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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#movingtocanada #investing
15 авг 2024
