401k vs RRSP: Where to Save Once You’re in Canada
401(k) vs RRSP: Where to Save Once You’re in Canada By Lucas Wennersten, CFP® (US & Canada), CFA · August […]
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Your Traditional IRA in Canada: Deferral, Withdrawals, and RMDs
A traditional IRA is the quietest of the US retirement accounts to carry across the border, and that is exactly
Transferring a 401k or IRA to an RRSP: The Cross-Border Rules
Of all the cross-border retirement questions, “can I just move my 401(k) into my RRSP?” has the most seductive answer
Toronto Cross-Border Financial Planning: The Complete Guide
DISCLAIMER This article is for general educational purposes and does not constitute tax, legal, investment, or financial advice. Cross-border rules
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US Retirement Accounts in Canada: 401(k), IRA, and Roth IRA After You Move North
US Retirement Accounts in Canada: 401(k), IRA, and Roth IRA After You Move North Moving to Canada does not
The American’s Guide to Moving to Canada (2026)
Curated by Lucas Wennersten, CFP® (US & Canada), CFA · Updated June 2026 Important note. This guide provides general information for Americans considering
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The US Exit Tax When You Renounce: The Real Math at $5M+
The Seven Figures, Two Countries Series — Post 3 of 4 The US Exit Tax When You Renounce: The Real
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Seven Figures, Two Countries: A Cross-Border Wealth Series for $5M+ Canada-US Families
Seven Figures, Two Countries: A Cross-Border Wealth Series for $5M+ Canada-US Families By Lucas Wennersten, CFP® (US & Canada), CFA
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T1135 Foreign Reporting: The Form That Can Cost More Than the Tax
T1135 Foreign Reporting: The Form That Can Cost More Than the Tax By Lucas Wennersten, CFP® (US & Canada),
Concentrated Stock When You Move to Canada: The $5M Diversification Problem
Concentrated Stock When You Move to Canada: The $5M Diversification Problem By Lucas Wennersten, CFP® (US & Canada), CFA
