The Globe and Mail – How life insurance gets complicated for cross-border clients
Matt Altro answers questions for The Globe and Mail about the complexities of life insurance for cross-border clients.
Wealth Professional – Managing the whipsaw of American politics
Matt Altro is interviewed by Wealth Professional about the US election and it's impact on cross border planning.
Central Banks Lowering Interest Rates: What It Means for the economy and your portfolio
Explore the implications of central banks lowering interest rates as inflation stabilizes. Learn how these changes can stimulate economic growth, the potential risks involved, and strategies to adapt your investment portfolio for a low-interest environment. Stay informed to make the most of evolving market conditions.
Avoiding Cross-Border Tax Traps: Covered Expatriate Status
Moving from the US to Canada as a US citizen or Green Card holder poses unique tax challenges, particularly the risk of becoming a "Covered Expatriate." This status can lead to significant financial consequences. In this post, we discuss the criteria for covered expatriate status, its tax implications, and key strategies to avoid it, helping you navigate your transition more smoothly.
Navigating Investment Changes When Moving from the U.S. to Canada: A Personal Journey
Moving from the U.S. to Canada transformed my investment approach. I had to navigate TFSA tax implications, adjust from U.S. mutual funds to Canadian stocks, and explore the differences between the S&P 500 and S&P/TSX. This journey offered both challenges and new opportunities for diversifying my portfolio and embracing the Canadian market.
Tax Filing Considerations for Mixed US / Canadian Citizen Couples Living in Canada
How Canadians moving to the US can manage US health care costs. It highlights Affordable Care Act subsidies based on income, making insurance more affordable regardless of wealth. Recent expansions allow coverage up to 8.5% of income for those over 400% of the Federal Poverty Level. It suggests income estimation strategies and explores Global Health Insurance or US Medicare options for Canadians.