by Greg Tomkins | Mar 4, 2026 | Featured, Featured, Investment Planning
Roth IRA Canada: How Roth IRAs Are Treated for Canadian Residents For Americans planning a move north to Canada, the Roth IRA can be one of the most valuable but misunderstood cross border accounts. Many assume it automatically remains tax-free after becoming a...
by Greg Tomkins | Jan 7, 2026 | Featured, Featured, Investment Planning
Why Cross Border Investing Starts With the Financial Plan Why Cross Border Investing Starts With the Financial Plan People often spend a lot of time thinking about investment decisions before they have fully considered the financial plan that should guide those...
by Greg Tomkins | May 29, 2025 | Estate Planning, Featured, Immigration, Tax Planning, Tax Planning
Navigating the Complexity of Cross-Border Portfolio Planning Traditional portfolio management consists of four steps. You define your goals, assess risk tolerance, build an asset allocation, and optimize for taxes. It’s a clean, four-step process that works well when...
by Greg Tomkins | Oct 29, 2024 | Estate Planning, Featured, Immigration, Tax Planning, Tax Planning
As the U.S. braces for the upcoming 2024 election, economic, tax, and immigration policies from candidates Trump and Harris are sharply defined and aimed at influencing everything from small business startups to Social Security. Here’s an overview of some key policy...
