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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
Table of Contents
00:00 Intro
00:30 SWAN Wealth
00:44 Assessing What You Have
1:00 Our Investment Philosophy
1:20 SWAN Principles
1:40 What happens after you've analyzed our holdings?
2:00 What happens to my currency?
2:30 What should you do with your IRA?
3:00 What qualifications are important?
3:40 Benefits of working with a PM
4:10 CFPs
4:30 Cross-Border
5:00 Get in Touch
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.]
15 авг 2024
