Explore essential cross-border financial planning strategies for Americans considering retirement in Canada in this 30-minute video. Learn about key differences between RRIFs and RRSPs, understand the process of transferring a 401k from the US to Canada, and gain valuable tax insights for US citizens living in Canada. Discover wealth management techniques applicable in both countries, compare 401k and RRSP options, and understand RRSP withdrawal rules at age 71. Delve into the workings of RRSPs with advice from a Certified Financial Planner, and get tips on determining the amount needed for a comfortable retirement in Canada. This comprehensive guide covers crucial aspects of cross-border financial planning to help you make informed decisions about your retirement future.
Overview
Syllabus
Cross-Border Financial Planning Tips for Americans Retiring to Canada | Simple Tips!.
RRIF vs RRSP What's the Difference? | Financial Planning Tips from a Cross-Border Financial Advisor.
401k Canada - Moving 401k from US to Canada | Cross-Border Financial Planning + Wealth Management.
US Citizen Living in Canada - Financial Planning and TAX TIPS.
Cross Border Financial Planning | SWAN Wealth Management.
Transfer 401k to RRSP - Advice from a Financial Advisor.
Moving to Canada from US | Financial Planning Tips from a Financial Advisor.
Certified Financial Planner Canada | Wealth Management and Investing in the US and Canada.
401k vs RRSP - What's the Difference? | Cross-Border Financial Planning + Wealth Management Tips.
RRSP Withdrawal Rules at Age 71 - Canadian Retirement Planning Tips.
How Do RRSPs Actually Work? | Tips on RRSPs from a CFP.
Canadian Retirement — How much do you need to RETIRE comfortably in CANADA? — Tips from a CFP.
Taught by
SWAN Wealth Management
