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In this video, I’ll go over what you need to know about tax planning and investment management if you’re a Canadian citizen moving back to Canada from the US.
My goal with this video is to give you a basic overview that will help you prevent expensive mistakes.
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Want to get clear on how to manage your 401k in Canada?
Read our guide: www.swanwealth...
Retiring from the US to Canada?
Read our guide: www.swanwealth...
Learn everything you need to know about RRSPs here:
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Planning a cross-border move from the US to Canada (or vice versa)?
Get free tips you won't find anywhere else: www.swanwealth...
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KEY TOPICS IN THIS VIDEO:
401k when leaving us, retirement savings, 401k for expats, retirement planning, cross-border financial planning, cross-border financial planning, financial advisor, cross-border wealth management, retirement planning, moving from USA to Canada, cross-border investing