by i2 Wealth | Jun 15, 2024 | Canadians Moving to US, Cross Border
Planning to leave Canada permanently? It’s an exciting venture, but also one that requires careful financial planning. Navigating the complexities of cross-border finances can be challenging, but with the right guidance of i2 Wealth, you can avoid costly...
by i2 Wealth | Jun 15, 2024 | Cross Border, Reitrement
The most common mistake made by individuals moving to Canada with US retirement accounts, such as 401(k)s, Traditional IRAs, SEP IRAs, or Roth IRAs, is failing to seek proper financial planning advice beforehand. Once you become a Canadian resident, several options...
by i2 Wealth | Jun 15, 2024 | Cross Border, Education/Planning
Moving to Canada and unsure about your 529 plan? Our expert blog offers valuable guidance for your transition. For U.S. tax purposes, the earnings accumulate tax-free within the 529 plan and distributions are excluded from income as long as the proceeds are used to...
