Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
The Repeal of the Windfall Elimination Provision
12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
RMD rules delayed for inherited IRAs...again?
4/25/2024
If you’ve recently inherited an IRA or are set to inherit one soon, you need to know that the rules surrounding IRA inheritances have become more complicated for some designated beneficiaries.
Cross-border
Cross-border Wealth Management: Five Things to Know Before Moving from Canada to the U.S.
11/7/2023
Planning a move south of the border?
Tax Planning
Moving to the U.S. from Canada
11/7/2023
How to Manage Your Wealth across Borders
Tax Planning
The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP
9/22/2023
Are you a Canadian resident with a traditional U.S. Individual Retirement Arrangement (IRA) account?
Tax Planning
Maximize your legacy through estate planning
The COVID-19 pandemic prompted many Canadians to think more deeply about estate planning.
Retirement & Estate Planning
What's Your Money Mindset
Understanding your motivators can help you better control your wealth journey
Retirement & Estate Planning
