fbpx
Home Blog
Here you'll find updates on cross border tax issues for 2021. Please check back often for updates as this page will be revised for new cross border tax news items from month to month. Update November 10th, 2021 The IRS released...
Question Mr. Hogan, I've been following you on the Facebook group for some time and I really enjoy the articles you write. I hope someday that I could earn enough money to have you help me file my tax returns....
Question I was very fortunate last year and received over $300,000 from my grandmother as an inheritance when she passed away. I still have the money sitting in a bank account and I don't know how to invest it. Also,...
Question Thanks for the help earlier. Before she proceeds with finding an advisor who can manage her us-registered IRA, she wants to confirm the following with you. Can you confirm that it is not advisable for her to convert a $700K IRA...
Question Hello Phil, I'm a follower of your Youtube channel and would like to thank you for the educational videos you share. It is very informative and the content is delivered in an easy to understand manner. I have a query regarding 401k...
Note: Don't forget to follow our new Facebook page for update on KMforKids.ca here http://facebook.com/kmforkids.ca and our donation and pledge tracking sheet here: http://philhogan.com/updates What is Kilometres for Kids? KM for kids is an idea I've been thinking about for some...
Question Hi Phil I had this question from XXXXX at RBC, but she said I should touch base with you to review what our options might be. I have a IRA in the US (around $700,000) and a smaller RRSP up here...
Question Hi Phil I live in Ottawa and i just got word that I will be receiving and inherited ROTH IRA from my late Grandmother in the next few months. I actually didn't know what a ROTH IRA was until I...
On episode #8 of Crossing the 49th Podcast we discuss US ROTH IRAs and how they relate to Canadian tax planning and required compliance. Proper planning for your ROTH IRA accounts is essential before you move to Canada. Some if...
On episode #7 of Crossing the 49th we discuss Canadian RRSPs and how they affect US expats living in Canada. [youtube https://www.youtube.com/watch?v=JPqE-YuLFqw] What are RRSPs? How do they work? Tax deduction Spousal RRSPs Home buyers plan When they RRIF 71 years old Impact...
Note: apologies for the audio quality on this one. It will be fixed on the subsequent podcast. On episode #6 of Crossing the 49th Podcast we walk through some common cross-border tax and investment questions that clients have. [youtube https://www.youtube.com/watch?v=kbiM-RKcIA0] Question 1:...
Cross Border Tax NewsletterSign up for our Cross Border Tax Newsletter