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...
