by i2 Wealth | Aug 11, 2025 | Retirement
After years of committed work, the time has finally come for you to retire! With your golden years on the horizon, maybe you’ve chosen to make the lifestyle decision to retire abroad, but don’t quite know how to start. ; Whether you’re drawn to lower living...
by i2 Wealth | May 9, 2025 | Retirement
If you’ve ever sat at your kitchen table, calculator in one hand and coffee in the other, wondering whether retiring in Canada or the U.S. would leave you better off—you’re not alone. The truth is, while both countries offer solid retirement programs and benefits, the...
by i2 Wealth | Aug 8, 2024 | Canadian Principal Residence Exemption, Cross Border, Retirement, U.S. Citizen Widow living in Canada., U.S. Home Sale Exclusion
When a surviving spouse decides to sell their home after the death of their partner, whether for downsizing or moving to a retirement home, understanding the cross-border tax implications is crucial for a US citizen living in Canada. Proper planning can help optimize...
by i2 Wealth | Jun 15, 2024 | Cross Border, Retirement
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...
