IRS Issues Final Regulations Surrounding RMDs for Inherited IRAs
8/12/2024
If you inherited an IRA after December 31, 2019, 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.
RJLU Blog
Wealth management checklist: Moving from the US to Canada
7/16/2024
Moving from the U.S. to Canada can be exciting, but it also presents unique financial planning and
tax considerations.
RJLU Blog
Wealth management checklist: Moving from the Canada to US
7/16/2024
Embracing a new life south of the border can be exciting, but navigating the
complexities of wealth management across Canada and the U.S. is no small feat.
RJLU Blog
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
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
