Bridging the Border to Your Financial Future
Before you Move to the U.S.
Prior to moving to the U.S. you may have many questions surrounding the myriad of tasks that will need to be accomplished to ensure a successful cross-border relocation.
Common concerns are:
- Where can I get help with immigration?
- What should I do with my RRSPs?
- How should I invest my money in the U.S.?
- Where can I get the best rate of exchange and who will help with the physical transfer of funds?
- What do I need to know about U.S. health insurance and where do I go to obtain it?
- How will a move to the U.S. affect my taxes?
Business owners planning to relocate may have additional concerns regarding taxation on the eventual sale of their business in Canada and the protection of assets from U.S. estate taxes. Immigration, Cash Management, Insurance, Retirement Planning, Investment and Estate Planning issues all need to be addressed in a good cross-border plan. KCA has been helping clients to do this successfully since 1987.
After You Move
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