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Matt C. Altro Featured in the Montreal Gazette Monday July 22, 2013

Matt C. Altro Featured in the Montreal Gazette Monday July 22, 2013

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 24, 2013 | News, Retirement Planning, Tax Planning

Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Scroll down to read Matt’s answer to the second question. Tax strategy: There’s a bit of tax wiggle room when owning two homes PAUL DELEAN The Gazette Monday, July 22,...
Matt C. Altro Featured in the Montreal Gazette Monday July 22, 2013

Matt C. Altro Featured in the Montreal Gazette Tuesday, July 9, 2013

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 10, 2013 | Investment Planning, News, Retirement Planning, Tax Planning

Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Scroll down to read Matt’s answer to the first question. Tax strategy: Transferring U.S. pension to RRSP could trigger a tax hit PAUL DELEAN The Gazette Tuesday, July...
The Five W’s for Canadians Moving to the U.S.

The Five W’s for Canadians Moving to the U.S.

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 27, 2013 | Estate Planning, Health Coverage & Insurance, Immigration, Retirement Planning, Tax Planning

Before you sell your Maple Leafs season tickets and book a one-way ticket to Orlando, take a few minutes to clarify what you want to achieve. We have always found that the best way to accomplish your goals is to start by defining them. One way to do this is to try...
The Five W’s for Canadians Moving to the U.S.

The New U.S. Immigration Bill – Impacts to Canadians Spending More Time in the U.S.

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 13, 2013 | Immigration, Tax Planning

In recent weeks, there has been extensive news coverage on the Gang of Eight’s U.S. Immigration reform bill. If the new bill were to pass, U.S. Immigration (USCIS) would extend the amount of days a Canadian can spend in the U.S. from 180 to 240 per year. Many Canadian...
The Five W’s for Canadians Moving to the U.S.

The EB-5 Green Card: A Canadian’s Ticket to Retirement in the U.S.

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 2, 2012 | Uncategorized

This is the time of year when Canadians snowbirds who have been seeking refuge in the U.S. from the Canadian winters start counting the days. “When did we leave Canada exactly? Was it November 15, honey? How many days have we been gone?” The magic number is 182. If...
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