by i2 Wealth | Aug 26, 2024 | Cross Border Planning, Education/Planning, RESP, Tax Planning
i2 Wealth Co-Founder & Cross Border Financial Planning Expert Irina Matco was recently featured in a Global News – Money 123 Newsletter Q & A. ; – THE QUESTION – “We have been saving up an RESP for my 16-year-old son for the past 10 years. He...
by i2 Wealth | Aug 9, 2024 | Cross Border Planning, Roth 401K, Tax Planning
A Cross-Border Financial Planning Perspective The SECURE Act 2.0 has introduced significant changes to retirement account, particularly to group retirement plans like 401Ks. This discussion will highlight the reforms related to the Roth 401K, which are especially...
by i2 Wealth | Aug 8, 2024 | Canadian Principal Residence Exemption, Cross Border, Reitrement, U.S. Citizen Widow living in Canada., U.S. Home Sale Exclusion
When a surviving spouse decides to sell their home after the death of their partner, whether for downsizing or moving to a retirement home, understanding the cross-border tax implications is crucial for a US citizen living in Canada. Proper planning can help optimize...
by i2 Wealth | Aug 8, 2024 | Canadians Moving to US, Cross Border, Principal Residence Exemption, Tax Implications to the Primary Residence
Canadians moving to the US often face a challenging decision regarding their primary residence. According to the Canadian Real Estate Association, home prices have increased by roughly 35% over the past five years, with regions like Vancouver and Ontario experiencing...
by i2 Wealth | Jun 15, 2024 | Americans Moving to Canada, Cross Border
Considering a move from the USA to Canada? Ensure you’re fully prepared and avoid any surprises with our expert guidance for your upcoming transition. In this blog we discuss some of the various considerations you may face, and the opportunities available to...
