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...
by i2 Wealth | Jan 8, 2026 | Blog
When the Tax-Free Savings Account (TFSA) was introduced in 2009, it quickly became one of the most popular registered account savings tools in Canada. Anyone who is a Canadian resident over 18 with a valid SIN can use it to invest in a broad range of assets and watch...
by i2 Wealth | Dec 16, 2025 | Americans Moving to Canada
Managing your finances across Canada and the United States can get complicated fast. Once you have money and investments in both countries, the rules that felt straightforward at home start to pull in different directions, especially once you try to match two tax...
