This course on Cross-Border Financial Planning aims to help individuals understand the financial implications of moving between the US and Canada. By the end of the course, learners will be able to differentiate between RRIF and RRSP accounts, transfer 401k to RRSP, grasp the differences between 401k and RRSP, and comprehend RRSP withdrawal rules. The course teaches practical financial planning tips and strategies for Americans retiring to Canada, including tax considerations and wealth management. The teaching method involves a series of lectures and tips from cross-border financial advisors and Certified Financial Planners. This course is designed for US citizens living in Canada or planning to move to Canada, seeking guidance on managing their finances and investments across borders.
Overview
Syllabus
Cross-Border Financial Planning Tips for Americans Retiring to Canada | Simple Tips!.
RRIF vs RRSP What's the Difference? | Financial Planning Tips from a Cross-Border Financial Advisor.
401k Canada - Moving 401k from US to Canada | Cross-Border Financial Planning + Wealth Management.
US Citizen Living in Canada - Financial Planning and TAX TIPS.
Cross Border Financial Planning | SWAN Wealth Management.
Transfer 401k to RRSP - Advice from a Financial Advisor.
Moving to Canada from US | Financial Planning Tips from a Financial Advisor.
Certified Financial Planner Canada | Wealth Management and Investing in the US and Canada.
401k vs RRSP - What's the Difference? | Cross-Border Financial Planning + Wealth Management Tips.
RRSP Withdrawal Rules at Age 71 - Canadian Retirement Planning Tips.
How Do RRSPs Actually Work? | Tips on RRSPs from a CFP.
Canadian Retirement — How much do you need to RETIRE comfortably in CANADA? — Tips from a CFP.
Taught by
SWAN Wealth Management
