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SWAN Cross-Border Blog
Welcome to the SWAN Cross-Border Blog. We hop you find the resources you need to make your cross-border move so much easier.
All Posts
How to Turn Your 401k to an RRSP If You’re a U.S. Citizen Moving to Canada
Moving your 401(k) to Canada without proper advice or planning can mean a significant tax bill.
Tiffany Woodfield
Oct 27, 20204 min read
401(k) vs RRSP: What Do They Have in Common?
A 401(k) and RRSP are plans recognized by their respective governments to encourage individuals to save for retirement.
Tiffany Woodfield
Sep 30, 20206 min read
Should You Move Your 401k to Canada?
As a US citizen, it’s common to get frustrated when you try to find information on what to do with your 401k.
Tiffany Woodfield
Jan 10, 20205 min read
Does gift tax affect me? I am a dual citizen of Canada and the U.S., residing in Canada.
The annual gift tax exclusion amount is $15,000 (US) for 2019.
Tiffany Woodfield
Nov 18, 20193 min read
Trump and the long-arm of the tax man - Avoid paying tax on your US holdings
It is common for individuals and their families to have assets on both sides of the Canadian/USA border. Trump and his tax policies can take a huge bite from these if proper planning is not completed.
Tiffany Woodfield
Jan 17, 20193 min read
For dual citizens of Canada and U.S. or green card holders
As a dual citizen of Canada and the U.S., do I need to worry about US Estate Tax?
Tiffany Woodfield
Jan 17, 20193 min read
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