by i2 Wealth | May 14, 2026 | Blog
Unfortunately, moving a 401(k) into an RRSP isn’t as simple as a regular rollover. The Canadian Revenue Agency’s RRSP framework under the Canadian Income Tax Act is built around Canadian registered plans ; While the IRS treats a 401(k) as a U.S. employer sponsored...
by i2 Wealth | Apr 30, 2026 | Blog
Not every retirement account reduces taxable income. In Canada, only a small group of plans allow contributions to be deducted when they are made. The Canada Revenue Agency outlines these pension and savings arrangements under federal government income tax rules,...
by i2 Wealth | Apr 24, 2026 | Blog
Many people spend years building savings in traditional IRAs and eventually begin exploring how those funds will be taxed later in life, once the time comes to retire. One path that can be considered is moving part of a traditional IRA into a Roth IRA. ; For...
by i2 Wealth | Mar 9, 2026 | Blog
Retirement is often imagined as a season of choice and freedom, and for many Canadians that freedom includes living beyond one border. Financial planning across borders has become part of the modern retirement picture as more United States and Canadian residents...
by i2 Wealth | Feb 13, 2026 | Blog
Cross-border tax obligations between Canada and the United States can feel confusing for one reason: the rules are logical, but they’re not intuitive. People often assume their taxes will follow their passport, their mailing address, or the place where their paycheque...
