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SWAN Wealth Management
Canada
Registrace 7. 12. 2020
Thank you for checking out our channel! If you want to learn more about cross-border financial planning, how to move your wealth from the USA to Canada (or vice versa), or what the different investing tools in Canada and the US are, then you're in the right place.
At SWAN Wealth our goal is to help make your cross-border moves simple and easy.
The videos on this channel have been prepared by Tiffany Woodfield, CRPC® / John Woodfield, CFP®,
CIM®, FMA, FCSI®, and express the opinions of the authors and not necessarily those of Raymond James Ltd. (RJL). Disclaimers: bit.ly/1nspoNn and bit.ly/35YUxzZ.
At SWAN Wealth our goal is to help make your cross-border moves simple and easy.
The videos on this channel have been prepared by Tiffany Woodfield, CRPC® / John Woodfield, CFP®,
CIM®, FMA, FCSI®, and express the opinions of the authors and not necessarily those of Raymond James Ltd. (RJL). Disclaimers: bit.ly/1nspoNn and bit.ly/35YUxzZ.
Is a Roth IRA the Same as a TFSA? Quick Q&A!
For more cross-border financial planning tips, please visit our website: www.swanwealthcoaching.com/
Share this video with a friend: czcams.com/video/8HHLV1KxvxI/video.html
Are you moving across the Canada/US border and planning for the future?
Well then you may be wondering what the different government savings plans are. As a cross-border financial advisor, one of the most common questions I get is about the difference between a TFSA vs a Roth IRA.
Since there are so many similarities, my clients who are retiring to Canada often want to know what the differences are. When you contribute to a TFSA or a Roth IRA, you don't get a tax deduction at the end of the year. But beyond that, there are plenty of distinctions.
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Want to get clear on how to manage your 401k in Canada?
Read our guide: www.swanwealthcoaching.com/knowledge-centre/401k-in-canada
Retiring from the US to Canada?
Read our guide: www.swanwealthcoaching.com/knowledge-centre/retiring-to-canada
Learn everything you need to know about RRSPs here:
www.swanwealthcoaching.com/knowledge-centre/canadian-rrsp-facts
Planning a cross-border move from the US to Canada (or vice versa)?
Get free tips you won't find anywhere else: www.swanwealthcoaching.com/knowledge-centre/cross-border-financial-planning-resources
This video has been prepared by and expressed the opinions of John Woodfield and Tiffany Woodfield, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This video is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this video is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund. Raymond James (USA) Ltd. (RJLU), is a member of FINRA/SIPC. RJL and RJLU Financial Advisors may only transact business in provinces and/or states where they are registered.]
Share this video with a friend: czcams.com/video/8HHLV1KxvxI/video.html
Are you moving across the Canada/US border and planning for the future?
Well then you may be wondering what the different government savings plans are. As a cross-border financial advisor, one of the most common questions I get is about the difference between a TFSA vs a Roth IRA.
Since there are so many similarities, my clients who are retiring to Canada often want to know what the differences are. When you contribute to a TFSA or a Roth IRA, you don't get a tax deduction at the end of the year. But beyond that, there are plenty of distinctions.
_________________________________
_________________________________
Want to get clear on how to manage your 401k in Canada?
Read our guide: www.swanwealthcoaching.com/knowledge-centre/401k-in-canada
Retiring from the US to Canada?
Read our guide: www.swanwealthcoaching.com/knowledge-centre/retiring-to-canada
Learn everything you need to know about RRSPs here:
www.swanwealthcoaching.com/knowledge-centre/canadian-rrsp-facts
Planning a cross-border move from the US to Canada (or vice versa)?
Get free tips you won't find anywhere else: www.swanwealthcoaching.com/knowledge-centre/cross-border-financial-planning-resources
This video has been prepared by and expressed the opinions of John Woodfield and Tiffany Woodfield, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This video is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this video is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund. Raymond James (USA) Ltd. (RJLU), is a member of FINRA/SIPC. RJL and RJLU Financial Advisors may only transact business in provinces and/or states where they are registered.]
zhlédnutí: 162
Video
Tiffany Woodfield - About SWAN Wealth Management
zhlédnutí 102Před 3 měsíci
For more cross-border financial planning tips, please visit our website: www.swanwealthcoaching.com/ Share this video with a friend: czcams.com/video/v7bPF56vvUQ/video.html Want to get clear on how to manage your 401k in Canada? Read our guide: www.swanwealthcoaching.com/knowledge-centre/401k-in-canada Retiring from the US to Canada? Read our guide: www.swanwealthcoaching.com/knowledge-centre/r...
How Are Capital Gains Taxed in Canada - Tips from a CFP
zhlédnutí 661Před 6 měsíci
For more cross-border financial planning tips, please visit our website: www.swanwealthcoaching.com/ Share this video with a friend: czcams.com/video/mS-LIf9AtrI/video.html In this video, I’m going to go over how capital gains are taxed in Canada and how you can use capital losses to prevent excess taxation. I’ll cover the top 5 things you need to know about how capital gains work in Canada. Fi...
FBAR: Everything You Need to Know About Filing Requirements
zhlédnutí 943Před 6 měsíci
For more cross-border financial planning tips, please visit our website: www.swanwealthcoaching.com/ Share this video with a friend: czcams.com/video/Ok0jF82uCSo/video.html This video will go over the main things you need to know about FBAR filing requirements as a dual citizen or American living in Canada. It will provide you with a basic overview, but for more comprehensive information, you s...
Tax Saving Strategies for High Income Earners in Canada | Tips from a CFP
zhlédnutí 2,3KPřed 7 měsíci
For more financial planning tips for Canadians and dual-citizens, please visit our website: www.swanwealthcoaching.com/ Share this video with a friend: czcams.com/video/4IdBezVrYYo/video.html In this video, I’m going to go over how high-income earners in Canada can stop overpaying their taxes with the right tax strategies. If you do your tax planning correctly, you can ensure that you’re paying...
Family Trusts in Canada | Learn the Basics
zhlédnutí 8KPřed 8 měsíci
For more cross-border financial planning tips, please visit our website: www.swanwealthcoaching.com/ Share this video with a friend: czcams.com/video/dT51YPDO-So/video.html This video goes over family trusts in Canada and the basics everyone needs to know. For more information on this topic, refer to our blog: www.swanwealthcoaching.com/knowledge-centre/family-trusts-in-canada If you’ve moved s...
Is Your 401(k) Taxable in Canada? - Cross-Border Advisor
zhlédnutí 638Před 9 měsíci
For more cross-border financial planning tips, please visit our website: www.swanwealthcoaching.com/ Share this video with a friend: czcams.com/video/FDklqqE1c7c/video.html This video goes over whether your 401(k) is taxable in Canada. For more information on this topic, refer to our blog: www.swanwealthcoaching.com/blog/2021/05/21/is-your-401k-taxable-in-canada Nobody wants to get a big tax bi...
Basic PFIC Rules and Reporting Guidelines You Need to Know as an Expat
zhlédnutí 1,1KPřed rokem
To schedule a 15-minute call, please visit our website: www.swanwealthcoaching.com/ In this video, I will go over PFICs and how to avoid the major pitfalls of owning PFICs if you’re an American living in Canada. PFICs can be costly and cause your income tax return to become very complicated. So it’s typically something you’ll want to avoid as a US person living in Canada. Stay to the end of thi...
Cross-Border Estate Planning for Americans and Dual Citizens in Canada
zhlédnutí 606Před rokem
To schedule a 15-minute introductory call, go to www.swanwealthcoaching.com/ In this video, I’m going to share with you 10 essential cross-border estate planning tips that will prevent costly mistakes. When you’re a US Citizen living in Canada, estate planning is critical because you need to consider beneficiaries and assets in more than one country. There are three main reasons to do your esta...
American Living in Canada - Tax and Investing Pitfalls to Avoid
zhlédnutí 533Před rokem
To schedule a 15-minute introductory call, go to www.swanwealthcoaching.com/ In this video, you’ll discover the main financial planning pitfalls to avoid if you’re a US citizen living in Canada. From tax planning to investing, it’s important to take care of your finances correctly, so you don’t overpay your taxes or get a surprise tax hit! As a Cross-Border Financial Advisor, I help my clients ...
Roth IRA in Canada - Cross-Border Financial Planning Tips
zhlédnutí 433Před rokem
To schedule a 15-minute introductory call, go to www.swanwealthcoaching.com/ In this video, I’m going to cover the main things you need to know if you have a Roth IRA and are moving to Canada or already living in Canada. If you haven’t spoken with a cross-border financial advisor, then you might not know some of the common issues that can come up with a Roth IRA in Canada and how to make sure y...
TFSA vs. ROTH IRA - What are the differences?
zhlédnutí 1,2KPřed rokem
To schedule a 15-minute introductory call, go to: www.swanwealthcoaching.com/ In this video, I’m going to explain the differences between a TFSA and a Roth IRA and answer the most common questions I get about these two investment tools. As a Cross-Border Financial Advisor, I help my clients in the US and Canada optimize their investments so that they can live a work-optional lifestyle no matter...
Working with an Advisor: What do you do with our money?
zhlédnutí 353Před rokem
For more cross-border financial planning tips or to schedule a 15-minute call, please visit our website: www.swanwealthcoaching.com/ Share this video with a friend: czcams.com/video/EL5drMMs8NE/video.html Want to get clear on how to manage your 401k in Canada? Read our guide: www.swanwealthcoaching.com/knowledge-centre/401k-in-canada Retiring from the US to Canada? Read our guide: www.swanwealt...
Estate Planning Canada - Avoid Probate and EXCESS Tax
zhlédnutí 8KPřed rokem
To schedule a 15-minute introductory call, go to: www.swanwealthcoaching.com/ In this video, I will walk you through who needs to do estate planning and what you should know before you start. If you’ve accumulated many assets or have a large or blended family, then estate planning is particularly important for you. Watch the whole video to find out the truth about probate and why it’s more usef...
Exit Tax USA - Tips From a Financial Advisor on Exit Tax and Expatriation
zhlédnutí 1,2KPřed rokem
To schedule a 15-minute introductory call, go to swanwealthcoaching.com/ In this video, I’m going to go over how exit taxes work in the US. If you’re considering moving from the US to Canada or another country, this video will help ensure you don’t overpay tax or renounce your citizenship unnecessarily. Share this video with a friend: czcams.com/video/hOSKINAmMmU/video.html Stay to the end for ...
Cross-Border Financial Planning: How to Manage Your Family’s Cross-Border Wealth
zhlédnutí 695Před rokem
Cross-Border Financial Planning: How to Manage Your Family’s Cross-Border Wealth
Cross-Border Financial Planning Tips for Americans Retiring to Canada | Simple Tips!
zhlédnutí 2KPřed 3 lety
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
zhlédnutí 839Před 3 lety
RRIF vs RRSP What's the Difference? | Financial Planning Tips from a Cross-Border Financial Advisor
Moving to Canada from US | Financial Planning Tips from a Financial Advisor
zhlédnutí 776Před 3 lety
Moving to Canada from US | Financial Planning Tips from a Financial Advisor
Cross Border Financial Planning | SWAN Wealth Management
zhlédnutí 1,1KPřed 3 lety
Cross Border Financial Planning | SWAN Wealth Management
How Do RRSPs Actually Work? | Tips on RRSPs from a CFP
zhlédnutí 804Před 3 lety
How Do RRSPs Actually Work? | Tips on RRSPs from a CFP
Transfer 401k to RRSP - Advice from a Financial Advisor
zhlédnutí 1,1KPřed 3 lety
Transfer 401k to RRSP - Advice from a Financial Advisor
Certified Financial Planner Canada | Wealth Management and Investing in the US and Canada
zhlédnutí 4,6KPřed 3 lety
Certified Financial Planner Canada | Wealth Management and Investing in the US and Canada
US Citizen Living in Canada - Financial Planning and TAX TIPS
zhlédnutí 2,2KPřed 3 lety
US Citizen Living in Canada - Financial Planning and TAX TIPS
Stocks vs Bonds vs Mutual Funds | Tips from a CFP
zhlédnutí 745Před 3 lety
Stocks vs Bonds vs Mutual Funds | Tips from a CFP
401k vs RRSP - What's the Difference? | Cross-Border Financial Planning + Wealth Management Tips
zhlédnutí 2,6KPřed 3 lety
401k vs RRSP - What's the Difference? | Cross-Border Financial Planning Wealth Management Tips
401k Canada - Moving 401k from US to Canada | Cross-Border Financial Planning + Wealth Management
zhlédnutí 3,1KPřed 3 lety
401k Canada - Moving 401k from US to Canada | Cross-Border Financial Planning Wealth Management
Canadian Retirement - How much do you need to RETIRE comfortably in CANADA? - Tips from a CFP
zhlédnutí 15KPřed 3 lety
Canadian Retirement - How much do you need to RETIRE comfortably in CANADA? - Tips from a CFP
RRSP Withdrawal Rules at Age 71 - Canadian Retirement Planning Tips
zhlédnutí 6KPřed 3 lety
RRSP Withdrawal Rules at Age 71 - Canadian Retirement Planning Tips