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Simple US Tax Guide for Canadian Retirement Plans

Tax and retirement planning is a very complex process that often involves accountants, finance professionals, and lawyers. But, cross-border issues make this even more complex, especially when the US-Canada tax treaty is involved and how it treats investment plans like the TFSA, RRSP, and some pensions. Below, we’ll discuss some r...

Understanding Effects of Superannuation on Your US Taxes in Australia

As an American living in the Land Down Under, you likely have many questions about “SUPA” (as it is commonly referred to by the Australians), or superannuation as it is formally known. Adding to the complexity of your tax filing requirements, you might be considered to be a “highly compensated employee”, which potentially ...

What to Do If Your US Broker Wants to Close Your Investment Account When You Live Overseas

Some U.S. brokerage firms have been changing their procedures for accounts held by Americans residing overseas. It is growing increasingly difficult for US Citizens living abroad to maintain brokerage accounts back home in the US. We are approached regularly by clients of...

What US Investors Living in Canada Should Bear in Mind

It has always been easier for US index investors than for Canadians since they have more choices and lower costs. But, it becomes a lot more difficult if investors choose to move into Canada. US citizens are required to file a tax return annually, and pay appropriate taxes, although they may live outside the US. This is unlike almost ev...

Before You Plan Retirement Abroad, Find Out If Your Plan Is Qualified

If you are considering the option of retirement abroad, there are some important guidelines of which you should be aware. Are you planning on retiring abroad? If so, you will have to take a serious look at your retirement plan(s) and make sure they will work the way you need them to from a tax perspective. Ar...

Tax and Investment Advice for Expats Living in the United States

As an expat, it’s important that you familiarize yourself with some basic information about filing a tax return and reporting other information in the US. US Expats are not alone in their plight to file income taxes and report their worldwide income and assets. If you’re an expat who’s livin...