by i2 Wealth | Jan 29, 2025 | Americans Moving to Canada, Cross Border Planning
Confused about TFSAs and Roth IRAs? Uncover their unique benefits and how to optimize tax-free savings on both sides of the border. ; The Canadian tax-free savings account program started in 2009, offering people a vehicle to set money aside tax-free throughout their...
by i2 Wealth | Dec 16, 2024 | Americans Moving to Canada, Cross Border Planning
Discover the ins and outs of cross-border financial planning. From tax residency to retirement and estate planning, i2 Wealth provides personalized strategies. ; Did you know that in 2021, over one-quarter of Canadian citizens by descent were born in the United...
by i2 Wealth | Dec 13, 2024 | Americans Moving to Canada, Cross Border Planning
Learn what U.S. citizens and Green Card holders need to know about cross-border taxes, investments, and retirement accounts when moving to Canada. ; What You Need to Know About the Financial Implications of Moving North of the Border Following the result of the recent...
by i2 Wealth | Nov 7, 2024 | Cross Border Planning, Education/Planning, RESP, Tax Planning
Thinking of making the move from the U.S. to Canada? It’s an exciting step—and it’s one that also means entering a new financial environment. Moving from the US to Canada isn’t just about a change of scenery; it can mean rethinking your financial strategies, from...
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...