by Jessica Lachance | Jul 25, 2023 | Retirement Planning, Tax Planning
US citizens living in Canada or those who worked in the US in the past and later moved to Canada often have Roth IRAs. They may wonder what the impact is of contributing to their Roth IRA as a Canadian resident. After all, it is quite possible for a Canadian resident...
by Cross Border Financial Planning Team | Aug 19, 2022 | Article, Retirement Planning
Irina Matco was recently interviewed by Helen Burnett-Nichols from the Globe and Mail to explain the U.S.-Canada Totalization Agreement and how it impacts returning retirees and their retirement accounts. The article was published on July 27, 2022 and discusses...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Apr 18, 2022 | Health Coverage & Insurance, Retirement Planning
A Success Story: Reversal of Medicare Late Enrollment Penalites Setting the Stage – Medicare Late Enrollment Penalties Americans who don’t enroll in Medicare Part B when they are first eligible at age 65 typically face onerous late enrollment penalties (barring...
by Andrew Lee | Mar 28, 2022 | Retirement Planning
Comparing Canadian & American Retirement Plans – Part 1 A Guide for Navigating the Cross Border Jungle of Retirement Accounts. Not unlike trying to a cut a path through a dense and tangled jungle, navigating the terrain of cross border planning can be...
by Alex Dubrovsky, CFA, PRM, BACS | Jul 24, 2020 | Investment Planning, Retirement Planning
On June 3, 2020, the US Department of Labor published an information letter assuring that private equity investments may be included in 401(K) plans. The inclusion is permitted if private equity is a component of an asset allocation fund, target-dated fund, or...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Jul 6, 2020 | News, Retirement Planning
We are pleased to announce that Jonah Ravel has recently contributed an article for Advisor’s Edge, which was published on June 30, 2020. His article titled “Comparing Canadian and U.S. Covid-19 measure for retirees” serves as a thorough review of Canada’s RRIF...
