Should I transfer my U.S. retirement plan to Canada? Is it better to leave the money where it is or withdraw it and transfer it to an RRSP?

Each year, some Canadians choose to live and work in the U.S. either temporarily or permanently. While working in the U.S., they may choose to participate in a U.S. retirement plan such as a 401(k) or 403(b) plan, or an Individual Retirement Account (“IRA”). When they return to Canada, the Canadian plan holder may be wondering what to do with the funds in these plans.

Succession planning for private businesses: what you need to know.

A staggering 70% of private company owners plan to transfer ownership of their business in the next few years, yet only 9% of Canadian business owners have a formal, written succession plan. Clearly, a large number of business owners need to start prioritizing succession planning.

RRSP tax deductions: Using your RRSP as a tax-planning tool.

It’s more than just a retirement savings account.

The RRSP deadline 2023: what you need to know.

RRSP season is upon us once again, but what does it mean, exactly? And why does it matter?

The best countries to retire to in 2024

Here are the top 10 places to retire to in 2024. Find out which destinations top the list.

Eight common TFSA pitfalls and how to avoid them. A Tax-Free Savings Account (TFSA) is a great tool to build wealth for most Canadians while paying less tax. Although there are many benefits to investing in a TFSA, there can also be costly mistakes. This article outlines the eight most common pitfalls people encounter and how to avoid them.