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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.
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Classic Investment Advice Everyone Should Consider When Weathering a Market Storm
If you are an investor, price fluctuations have only one significant meaning. According to Graham, these moves are: “an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal.”
John Woodfield
Feb 16, 20213 min read
401(k) to IRA Rollover: Everything You Need to Know
If you’re moving from the US to Canada or you’ve already moved, you may be wondering about the implications of a 401(k) to IRA rollover and whether it’s something you should do.
Tiffany Woodfield
Feb 9, 20218 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
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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