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 | 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...
