Raymond James (USA) Ltd. | Resources

The Repeal of the Windfall Elimination Provision

The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.

How to Protect Income from Taxation in 2024: Introducing Our U.S. Tax and Financial Planning Guide

Effective tax planning isn't just about filing your taxes on time.

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Cross-border Wealth Management: Five Things to Know Before Moving from Canada to the U.S.

Planning a move south of the border?

Moving to the U.S. from Canada

How to Manage Your Wealth across Borders

The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP

Are you a Canadian resident with a traditional U.S. Individual Retirement Arrangement (IRA) account?