US Citizen Living in Canada - Financial Planning and TAX TIPS

For more cross-border financial planning tips, please visit our website: https://www.swanwealthcoaching.com/

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Nobody likes a surprise tax hit.

But that’s what can happen if you’re a US Citizen living in Canada and you don’t know the pitfalls of standard investment tools.

Many of our cross-border clients find us through referrals from our network of accountants. They come to us wishing they’d had the facts earlier. It’s easy to inadvertently create a tax issue by investing in Canadian investment products if you don’t know the pitfalls.

We want to make sure that doesn’t happen to you.

This latest cross-border video covers the top 3 things US Citizens and long-term green-card holders need to know when living in Canada.

These tips can help you save frustration and time.

If you would like help creating a financial plan that helps you avoid common cross-border pitfalls, please do get in touch. We would love to hear from you.

https://www.swanwealthcoaching.com/

Table of Contents:
00:00 Intro
00:35 Investing
00:40 401(k)
01:00 FBAR Penalties
01:20 Build Your Team

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Want to get clear on how to manage your 401k in Canada?
Read our guide: https://www.swanwealthcoaching.com/kn...

Retiring from the US to Canada?
Read our guide: https://www.swanwealthcoaching.com/kn...

Learn everything you need to know about RRSPs here:
https://www.swanwealthcoaching.com/kn...

Planning a cross-border move from the US to Canada (or vice versa)?
Get free tips you won't find anywhere else: https://www.swanwealthcoaching.com/kn...

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