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Retiring In Canada
Answering Your Canadian Retirement Questions
📖 Check Out SWAN's Cross-Border Blog
US Taxes in Canada: A Simple Guide for Expats and Dual Citizens
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.
Tiffany Woodfield
11 min read
What Happens to My 401k If I Move 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
8 min read
IRA to RRSP: Can You Turn Your IRA Into an RRSP When Moving from the US to Canada?
You’re planning a move to Canada or you’ve already moved, and you’re wondering if you can move a 401(k) or IRA to an RRSP and what the tax implications might be.
Tiffany Woodfield
8 min read
FBAR Filing Requirements for Dual Citizens of Canada and the US
When it comes to FBAR filing requirements and reporting, it can get complicated. So choosing to work with a cross-border accountant will likely be your best option.
Tiffany Woodfield
9 min read
PFIC Rules: Basic PFIC Reporting Rules You Need to Know as an Expat
A PFIC is a passive foreign investment company. If a non-US company satisfies either of the tests below, it is considered a PFIC.
Tiffany Woodfield
9 min read
What Should I Do with My Roth IRA Account If I'm Moving to Canada?
In Canada, we do not have a Roth IRA. The most similar investment vehicle is the TFSA, which stands for tax-free savings account.
Tiffany Woodfield
7 min read
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