Navigating Cross-Border Financial Success
Expert Insights and Strategies for Seamless Financial Planning Across the US-Canada Border
Irina Matco Featured: Global News – Money 123
i2 Wealth Co-Founder & Cross Border Financial Planning Expert Irina Matco was recently featured in a Global News – Money 123 Newsletter Q & A.
Understanding SECURE Act 2.0 and Its Impact on Roth 401Ks
This discussion will highlight the reforms related to the Roth 401K, very important for those involved in cross-border financial planning.
Cross-Border Tax Planning: Selling a Principal Residence as a US Citizen Widow in Canada
When a surviving spouse decides to sell their home after the death of their partner, whether for downsizing or moving to a retirement home.
Sell or Rent Your Home? The Dilemma Canadians Face When Moving to the US
Canadians moving to the US often face a challenging decision regarding their primary residence. According to the Canadian Real Estate Association.
Financial Insights for Your Move from the USA to CanadaÂ
Considering a move from the USA to Canada? Ensure you’re fully prepared and avoid any surprises
Emigrating from Canada to the USA? Here’s Your Financial Roadmap
Planning to leave Canada permanently? It’s an exciting venture, but also one that requires careful financial planning.
Maximize Your US Retirement Account Options Before Moving to Canada
Once you become a Canadian resident, several options become unavailable.
Section 529 Plan Options for Individuals Moving to Canada
Moving to Canada and unsure about your 529 plan? Our expert blog offers valuable guidance for your transition.