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...
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...
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...
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...