Webinar Replay – Investing Strategies for U.S. Citizens Resident in Canada: Tax 101

February 15, 2023

Watch Cooper Xu and Shan Lu review Investing Strategies for U.S. Citizens Resident in Canada.

Topics on the Agenda

• Mutual Funds and Exchange-Traded Funds
• Registered Retirement Savings Plans and Pension Plan
• Tax-Free Savings Account v. Roth Individual Retirement Account
• Canadian v. U.S. Education Savings Plan 
• Private Canadian Corporations and Trusts

Upcoming webinar – Taxes for U.S. Citizens Resident in Canada: Tax 101