Join Warren Dueck and Emily Yu for a review of tax implications for Americans retiring in Canada.

Topics on the Agenda

  • Canada Pension Plan and U.S. Social Security
  • Canadian Investments
  • Registered Retirement Savings Plans
  • Tax-Free Savings Account
  • U.S. Pension Plans
  • Estate Planning

There will be an opportunity to ask questions at the end of the presentation.

Who should attend

Retired U.S. citizens residing in Canada, U.S. citizens planning to retire in Canada, with investment income, income from tax-deferred retirement accounts, and income from CPP and U.S. Social Security, and their advisors including accountants, lawyers, investment advisors, and others.

When

Tuesday, October 25, 2022, 9:00-10:00 AM Pacific Time (U.S. and Canada)

Contact us to learn how we can assist you

The member firms of Andersen in Canada focus on Canadian, international and Canada-U.S. cross-border tax matters. With offices across Canada, our tax professionals work with a broad range of businesses and individual clients to develop innovative tax solutions for a diverse range of issues. Our senior leaders and many of our professional staff have extensive experience in Canadian, international, U.S. and cross-border tax matters with major international accounting firms, as well as practical experience working with businesses and individuals.