Moving from Canada to the US quotWhat You Need To Knowquot

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Are you thinking about moving from Canada to the US? • It's always a huge deal when someone decides to move to another country, often leaving friends and family searching for a better opportunity. • For anyone looking to move south of the border, an ounce of prevention concerning your financial affairs can go a long way. I deal with these types of situations in my financial advisory practice every day, so I thought I'd take a moment to share the Top 4 things you'll need to know when moving from Canada to the US . • Here is what we cover in today's video: • 1. Opening (0:00) • 2. How to sever your ties from Canada (1:27) • 3. What to do with your TFSA and RESP accounts (2:07) • 4. How some states will treat your $CAD retirement accounts (3:03) • 5. What to do with your brokerage accounts (3:39) • Please feel free to check out my website's cross border section should you want more information. • Website link: https://www.sartorialwealth.com/our-c... • IRS and CRA websites with the forms I referenced: • 1. https://www.irs.gov/forms-pubs/about-... • 2. https://www.canada.ca/en/revenue-agen... • If you haven't subscribed to our channel, please do and be sure to click the bell icon to get notifications when we launch our newest videos! • #crossborder #taxes #investing #retirementaccounts #emmigrationtotheus #movingtocanada #movingtotheus #crossborderinvesting #canadaandusborder #movingacrosstheborder #leavingcanada #movingtotheus #movingsouthoftheborder #livingintheus #livinginthestates

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