by Itwo 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 Irina Matco | 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...
