• Request a Consultation
  • Secure Client Area
MCA Cross Border Advisors Inc.
  • Types of Clients
    • American Residents Moving to Canada
    • Canadian Residents Moving to the US
    • Professionals Relocating
    • US Citizens Living in Canada
  • Services
    • Investment Management
    • Family Office
    • Cross Border Financial Planning
    • Private Client Services
  • About US
    • Team
    • Offices
  • Client Resources
    • Cross Border News
    • Radio Shows
    • Newsletters
    • Workshops
    • Books
  • Contact US
    • Request a Consultation
    • Stay in Touch
    • Offices
    • Career Opportunities
  • Blog
  • Languages
Select Page
Roth IRAs held by Canadian Residents

Roth IRAs held by Canadian Residents

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...
The Globe and Mail: What to Consider Before Moving Back to Canada to Retire

The Globe and Mail: What to Consider Before Moving Back to Canada to Retire

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...
A Success Story: Reversal of Medicare Late Enrollment Penalties

A Success Story: Reversal of Medicare Late Enrollment Penalties

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...
Comparing Canadian & American Retirement Plans – Part 1

Comparing Canadian & American Retirement Plans – Part 1

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...
Should You Include Private Equity in Your 401(K) Plan?

Should You Include Private Equity in Your 401(K) Plan?

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...
Advisor’s Edge – Comparing Canadian and U.S. Covid-19 measures for retirees

Advisor’s Edge – Comparing Canadian and U.S. Covid-19 measures for retirees

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...
« Older Entries


Upcoming Seminar

  • November 8, 2017
    Webinar (EN)
  • October 19, 2017
    Webinar (EN)


Recent Seminars

  • April 26, 2017
    Webinar (EN)
  • February 15, 2017
    Webinar (EN)
  • October 26, 2016
    Webinar (EN)
  • October 6, 2016
    Richmond Hill, ON (EN)
  • October 5, 2016
    Oakville, ON (EN)
  • September 28, 2016
    Pointe-Claire, QC (EN)
  • October 7, 2015
    Webinar (EN)
  • March 25, 2015
    Webinar (EN)
  • September 9, 2014
    Calgary, AB
  • September 12, 2014
    Vancouver, BC
  • September 16, 2014
    Pointe-Claire, QC (EN)
  • September 18, 2014
    Montreal, QC (FR)
  • September 30, 2014
    Toronto, ON
  • October 1, 2014
    Waterloo, ON
  • October 2, 2014
    Regina, SK
  • October 7, 2014
    Webinar (EN)


Séminaire à venir

  • 8 novembre 2017
    Webinaire (angl.)
  • 19 octobre 2017
    Webinaire (angl.)


Récents séminaires

  • 26 avril 2017
    Webinaire (angl.)
  • 15 février 2017
    Webinaire (angl.)
  • 26 octobre 2016
    Webinaire (angl.)
  • 6 October 2016
    Richmond Hill, ON (angl.)
  • 5 Octobre 2016
    Oakville, ON (angl.)
  • 28 Septembre 2016
    Pointe-Claire, QC (angl.)
  • 7 octobre 2015
    Webinaires (angl.)
  • 25 mars 2015
    Webinaires (angl.)
  • 7 Octobre 2014
    Webinar (EN)
  • 2 octobre 2014
    Regina , SK
  • 1er octobre 2014
    Waterloo , ON
  • 30 septembre 2014
    Toronto , ON
  • 18 septembre 2014
    Montréal , QC (FR)
  • 16 septembre 2014
    Pointe-Claire , QC (EN)
  • 12 septembre 2014
    Vancouver, BC
  • 9 septembre 2014
    Calgary, AB
  • Domaines de spécialisation
    • Assurance
    • Comptabilité
    • Gestion des investissements
    • Immigration
    • Planification de la retraite
    • Planification fiscale
    • Planification successorale
    • Notre processus
  • Médias
    • À la une
    • Bulletins d’information
    • Émissions de radio
    • Ouvrages
  • Équipe
  • Bureaux
    • Montréal
    • Toronto
    • Floride
  • Facebook
  • X
  • RSS
Contact us: 1.877.839.7111
All content copyright MCA CROSS BORDER ADVISORS Inc.
Copyright 2018 • Privacy Policy • Form CRS • Sitemap