SWAN Wealth's Cross-Border Video Library

In this video, Tiffany will go over the 3 main complications to consider when inheriting an IRA in Canada.

Learn the key tax, investment, and retirement planning issues Canadian citizens should understand before moving back to Canada from the US to avoid costly mistakes.

Find out the top 3 questions every American or Green Card Holder should answer before moving to Canada to avoid expensive mistakes.

In this video, Tiffany will go over the four pillars of cross-border wealth management for expats.

This video covers the most important factors for an American or dual citizen to consider when seeking a cross-border advisor.

Discover the key differences between a Roth IRA and a tax-free savings account, and why the rules matter if you are earning, saving, or living in Canada.

Learn how cross-border wealth management helps Canadians, US persons, and dual citizens manage investments, taxes, and retirement accounts on both sides of the border.

In this video, John discusses how high-income earners in Canada can stop overpaying their taxes.

Learn how family trusts work in Canada, including their potential tax benefits, asset protection features, and the key downsides to consider before setting one up.

Learn how PFICs can create costly tax headaches for Americans in Canada and what steps you can take to avoid these traps.

In this video, Tiffany discusses financial planning tips for anyone moving from the US to Canada.

Find out the key differences between stocks, bonds, and mutual funds, and how each investment works within a well-structured portfolio.

Discover the three key RRSP withdrawal rules and why you may be able to access your retirement savings sooner than you expect.

Learn whether a 401(k) is taxable in Canada, how US and Canadian taxes apply, and what steps can help reduce the risk of double taxation.

In this video, John discusses how capital gains are taxed in Canada and how you can use capital losses to avoid excess taxation.

Find out how working with a cross-border advisor can keep your investment structure intact when relocating to Canada.

Learn what FBAR and FATCA filing requirements apply to Americans living in Canada, including which accounts must be reported, key deadlines, and the risks of getting it wrong.

Learn the key cross-border estate planning considerations every US citizen living in Canada should understand to avoid costly tax and estate mistakes.

In this video, Tiffany covers financial planning pitfalls to avoid if you're a US citizen living in Canada, from tax preparation to investing.

Discover the most common Roth IRA mistakes people make when moving to Canada and learn how to handle contributions, conversions, and withdrawals the right way.

Learn how Canadian TFSAs and US Roth IRAs differ in contribution rules, carry-forward treatment, and withdrawal taxation.

Learn how SWAN Wealth manages your investments, protects your currency, and applies a clear investment philosophy when you move between Canada and the United States.

In this video, Tiffany Woodfield will go through who needs estate planning and what you need to know to get started.

Learn how the US exit tax works, as well as who may be considered a covered expatriate, and what to consider before renouncing US citizenship when moving to Canada.

Learn how cross-border financial planning can help US persons and families moving to Canada avoid double taxation and unnecessary investment complications.

Learn the three key financial planning tips Americans should consider when retiring to Canada to manage taxes, healthcare, and retirement income with confidence.

Learn the key differences between RRSPs and RRIFs, and when it may make sense to start withdrawing RRSP funds as part of your retirement planning strategy.

Find out how RRSP contributions and withdrawals affect your income and why proper planning matters.

Discover whether you can transfer a 401(k) to an RRSP and what options to consider when managing US retirement accounts while living in Canada.

Discover how wealth management roles, advisor designations, and dual licensing differ in Canada and the United States so you can choose the right advisor.

Find out the key tax and financial planning tips every US citizen living in Canada should understand to avoid costly cross-border mistakes.

Find out the key differences between a 401(k) and an RRSP, including contribution rules, carry-forward limits, and withdrawal penalties.

Find out what to do with your US 401(k) after moving to Canada, including key options to consider and common tax mistakes to avoid.

Discover how the three stages of retirement affect your spending needs and why planning for each phase is key to a long and secure retirement.