by i2 Wealth | Jul 13, 2026 | Blog
A shareholder question on the proposed Union Pacific–Norfolk Southern merger: what Canadians should know about deemed dispositions, withholding tax, and cross-border tax status. ; I am a shareholder of Norfolk Southern, and Union Pacific has made an offer to merge...
by i2 Wealth | Jul 11, 2026 | Blog
For Canadian tax residents, income earned outside the country usually belongs on the Canadian tax return, and certain foreign assets may need to be disclosed on Form T1135. ; For Canadian tax residents, income earned outside the country usually belongs on the Canadian...
by i2 Wealth | Jun 25, 2026 | Blog
For 2026, the annual TFSA dollar limit is $7,000, which was added to eligible Canadians’ contribution room on January 1, 2026. ; The part that needs care is your personal number. Unused TFSA contribution room, TFSA withdrawals, residency, U.S. citizenship status and...
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,...
