Avoid Probate with a Transfer on Death Agreement
4/25/2024
U.S. residents with retail investment accounts at Raymond James (USA) Ltd. (RJLU) can name beneficiaries to inherit their accounts with a transfer on death agreement (TOD).
RJLU Blog
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
How to Protect Income from Taxation in 2024: Introducing Our U.S. Tax and Financial Planning Guide
4/15/2024
Effective tax planning isn't just about filing your taxes on time.
RJLU Blog
Through the back door to bigger retirement savings
3/7/2024
“Backdoor” strategies let you enjoy the benefits of a Roth while getting
around some of the limitations.
RJLU Blog
Moving to Canada from the U.S.? Learn How a Cross-border Financial Advisor Can Help You Meet Your Investment Goals
1/18/2024
For many Americans, living in Canada can be very appealing thanks to the country’s diverse nature, liveable cities and publicly funded healthcare.
RJLU Blog
How U.S. Federal Taxation Changes in 2024 Could Affect You
1/17/2024
Wondering what changes the new year brings to your tax situation?
RJLU Blog
The Wealthy Life
8/2/2023
Are you thinking about moving from Canada to the US?
RJLU Blog
What to do With Your 401(k) When You Move to Canada
7/19/2023
When you move to Canada from the United States, you might face many challenges in terms of your retirement accounts, including your 401(k) plan.
RJLU Blog
Wealth Management Challenges of Moving from the Canada to the United States with a focus on retirement accounts and tax
7/19/2023
Moving from the Canada to the United States can be an exciting opportunity, but it also comes with its fair share of challenges, particularly when it comes to wealth management.
RJLU Blog
Us Citizens Living In Canada Wealth Management Options
7/19/2023
As a U.S. citizen living in Canada, managing your wealth can be complex.
RJLU Blog