Knowledge Centre
Moving to Canada from the U.S.
- The Implications of Using a U.S. Address on Investment Accounts When Moving Abroad
- Reasons to Consider transferring your 401k to a Rollover IRA
- A Guide to Rolling Your 403b into an IRA
- Qualifying for Both Social Security and CPP - What You Need to Know
- Moving to Canada With a Health Savings Account (HSA) - What You Need To Know
- USA Professionals Moving to Canada: Navigating the Non-Registered Investment Account Maze
- Should a US Person living in Canada have a TFSA?
- How to Handle Required Minimum Distributions (RMDs) for Multiple Retirement Accounts
- Cross-Border Question of the Week: What Happens When You Contribute to Your 401(k) or IRA While Working for a U.S. Company and Living in Canada?
- Which Types of Pension Income Can Be Split in Retirement for Individuals Holding Canadian and U.S. Accounts?
- How life insurance gets complicated for cross border clients
- How WEP Shortchanged Retirees—and Why Its Repeal Is a Win for Fairness
- Why Mutual Funds Don't Travel Well Across the U.S.–Canada Border
- 401(k) Direct Rollover Process Explained
- Understanding Cost Basis A Guide for US Investors Relocating to Canada
- Why Every Couple Should Rethink Individual vs. Joint Investment Accounts
- Moving to Canada with a ROTH IRA: What You Need to Know
- U.S. Tax Obligations for Americans Moving to Canada: What You Need to Know
- When a Canadian Professional Corporation Works, and When It Doesn’t, for U.S. Citizens
- Why your U.S. Brokerage Account is a Liability in Canada
- The Executive's Exit: Why Your Private 457(b) Can't Cross the Border (and What to Do About It)
- The PFIC Trap: How U.S. Tax Rules Can Punish Canadian Investors
- Moving Across Borders – What Happens to Your Term Life Insurance and Beneficiaries?
- What Every American Should Know Before Buying a Home in Canada
Moving to the U.S. from Canada
- What happens to an RRSP when a client relocates to the U.S.?
- Canada ---> U.S.A.: Essential Steps Before Moving to the United States
- Managing Capital Gains When Moving to the U.S. With Investment Executive (IE)
- Don't Get Taxed Twice: Your Financial Checklist for Exiting Canada
- Moving to the U.S.? Don't Rush to Convert Your Canadian Portfolio
- Moving to the U.S.? Your Locked-In RRSP May Not Be as Locked as You Think
Inherited IRAs & Estate Planning
- Choosing A U.S. Resident as Your Executor Requires Caution
- Avoid Probate with a Transfer on Death Agreement for your U.S. Brokerage Accounts
- Crossborder Pension Question of the Week: Can a U.S. Citizen Collect Survivor Pension from a Deceased Canadian Husband?
- Understanding the 2025 Required Minimum Distribution (RMD) Guidelines for Inherited IRAs
- Cross-Border Estate Planning: What Happens to My Canadian Parents’ Accounts When They Pass Away and I’m a U.S. Beneficiary?
- Cross-Border Question of the Week: Is There PFIC Exposure When Inheriting PFIC Investments Indirectly?
- Naming a US Spouse as Your TFSA Beneficiary Read This First
- Do Canadians Pay Tax on a U.S. Inheritance?
- If You Live in Canada and Have U.S. Accounts: What Happens When You Pass Away
- Cross-Border Question of the Week: Inheriting a 401(k) Before the SECURE Act (December 31, 2019)
- Cross-Border Question of the Week: Does Inheriting My Mother’s IRA Trigger a Canadian Deemed Disposition?
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