Cross-Border Financial Planning

As a US citizen, it’s common to get frustrated when you try to find information on what to do with your 401k.

In this quick guide to living in Canada vs. the USA, I’ll cover the basics of lifestyle, housing, education, and finances.

If you are a U.S. person living in Canada—whether you're a Green Card holder, U.S. citizen, or dual citizen—understanding how to manage U.S. capital gains tax is critical.

Reducing capital gains tax on stock options requires careful planning, particularly for Green Card holders or U.S. citizens moving to Canada.

Qualified distributions from a Roth IRA are not taxable. But what makes a distribution qualified? Whether or not Roth IRA distributions are qualified depends on several factors, including how long the account has been open, the type of contribution made, and the reason for the withdrawal.

If you're an American living in Canada, it would be wise to speak with a dual-licensed advisor before renouncing. There are ways that your cross-border financial situation can be simplified without the need to renounce your U.S. citizenship.

As an American living in Canada, it's important that you seek the guidance of a cross-border accountant and a cross-border advisor. This post will provide you with some general information on U.S. taxes in Canada, but it’s no substitute for working with a professional.

If you are an U.S. Person living in Canada and you own mutual funds that you bought in the U.S., you’re going to encounter some complexities that are worth understanding.

Regarding dual citizenship in Canada and the U.S., it's important to note that there isn't a distinct application process for acquiring it.

When you live in Canada and take money out of your 401(k), the US will withhold money to pay your US taxes.

Moving to another country is a massive change.

Financial planning for ultra-high-net-worth individuals involves strategies designed to maximize investment returns while minimizing taxes and protecting assets.

This article and checklist for Canadians will help you get organized and ensure you’ve covered everything.

Canadians who pay foreign taxes can generally claim a credit for taxes paid on employment, business, and investment income.

Financial planning is crucial for business owners and entrepreneurs as professional planning ensures the success and growth of a business, providing a solid foundation for achieving financial goals.

Certified Financial Planners work with clients to build financial plans so that the potential for a client to meet their financial goals is maximized.

Living in Canada as an American isn't uncommon, and your move can be easily accomplished with proper planning and advice.

U.S. citizens who are in Canada as tourists do not require a visa.

A financial plan, though dynamic, drives investment and savings decisions.

"Can I transfer my 401(k) to a Roth IRA while still employed?" This question commonly comes up when doing retirement and tax planning.