Navigating Cross-Border Financial Success
Expert Insights and Strategies for Seamless Financial Planning Across the US-Canada Border
Retirement in Canada vs US: What’s the Difference?
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.
Important Things to Know About Canada/US Cross Border Taxation
If you’re a Canadian living and working in the U.S. or an American residing in Canada then you already know that living a cross-border lifestyle …
TFSA vs Roth IRA – What Are The Differences?
The Canadian tax-free savings account program started in 2009, offering people a vehicle to set money aside tax-free throughout their lifetime.
The Ins and Outs of Cross-Border Financial 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.
U.S. Searches for ‘How to Move from US to Canada’ Soar After Election
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.
Financial Readiness Check – Important Things to Consider Before Moving from the US to Canada
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.
Irina Matco Featured: Global News – Money 123
i2 Wealth Co-Founder & Cross Border Financial Planning Expert Irina Matco was recently featured in a Global News – Money 123 Newsletter Q & A.
Understanding SECURE Act 2.0 and Its Impact on Roth 401Ks
This discussion will highlight the reforms related to the Roth 401K, very important for those involved in cross-border financial planning.
Cross-Border Tax Planning: Selling a Principal Residence as a US Citizen Widow in Canada
When a surviving spouse decides to sell their home after the death of their partner, whether for downsizing or moving to a retirement home.