SWAN Wealth Management of Raymond James Ltd.

There is a lack of information on how to move an IRA,401k or 403b to Canada and keep tax deferred status.

Debbie Wong, vice president, tax consulting, retirement & financial planning discusses: What are some of the tax implications for those receiving assistance from government Covid-19 support? Is there a way to tax plan for the unexpected? When you make individual accounts joint with spouses, what are some of the related tax implications?

It is comforting to understand when you are able to receive spousal benefits.

A common question I get from clients who worked for years in the U.S.

Many of our clients are U.S. citizens and have family on both sides of the border. My hope is they can connect soon.